Why it is important:
To ensure that an investment strategy remains stable in the long term, the composition of the wikifolios is regularly reviewed and adjusted. This procedure is called Rebalancing. The original weightings of the individual components are restored if they have shifted due to price movements.
For example, if shares rise sharply in value, they automatically take up more space in the portfolio. During rebalancing, some of these gains are realised and reallocated to other asset classes. This keeps the risk in balance and the strategy retains its original focus.
👉 The rebalancing of my wikifolios takes place always at the beginning of the new quarter.
Further details can be found in the corresponding Topics Deep-Dive.
Download Excel spreadsheet
A complete overview of the rebalancing measures is available for download as an Excel table.