{"id":125,"date":"2025-09-10T12:15:54","date_gmt":"2025-09-10T12:15:54","guid":{"rendered":"https:\/\/mueckinvest.de\/?page_id=125"},"modified":"2026-04-01T10:00:00","modified_gmt":"2026-04-01T08:00:00","slug":"ponowne-rownowazenie","status":"publish","type":"page","link":"https:\/\/mueckinvest.com\/pl\/rebalancing\/","title":{"rendered":"Rebalancing"},"content":{"rendered":"<h3 class=\"wp-block-heading\">Dlaczego to wa\u017cne:<\/h3>\n\n\n\n<p>Aby zapewni\u0107 d\u0142ugoterminow\u0105 stabilno\u015b\u0107 strategii inwestycyjnej, sk\u0142ad Wikifolios jest regularnie weryfikowany i dostosowywany. Proces ten nazywa si\u0119 <strong>Rebalancing<\/strong>. Przywraca to pierwotne wagi poszczeg\u00f3lnych komponent\u00f3w, je\u017celi uleg\u0142y one zmianie ze wzgl\u0119du na zmiany cen.<\/p>\n\n\n\n<p>Na przyk\u0142ad, je\u015bli akcje gwa\u0142townie wzrosn\u0105, automatycznie zajm\u0105 wi\u0119cej miejsca w portfelu. Rebalancing polega na realizacji cz\u0119\u015bci tych zysk\u00f3w i realokacji ich do innych klas aktyw\u00f3w. Dzi\u0119ki temu ryzyko pozostaje zr\u00f3wnowa\u017cone, a strategia zachowuje sw\u00f3j pierwotny cel.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"281\" src=\"https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1024x281.png\" alt=\"\" class=\"wp-image-766\" srcset=\"https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1024x281.png 1024w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-300x82.png 300w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-768x211.png 768w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901-1530x420.png 1530w, https:\/\/mueckinvest.com\/wp-content\/uploads\/2025\/11\/Copilot_20251105_131901.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\ud83d\udc49 Moje Wikifoliosy s\u0105 ponownie r\u00f3wnowa\u017cone <strong>zawsze na pocz\u0105tku nowego kwarta\u0142u<\/strong>.<\/p>\n\n\n\n<p>Wi\u0119cej szczeg\u00f3\u0142\u00f3w mo\u017cna znale\u017a\u0107 w odpowiednim dokumencie. <a href=\"https:\/\/mueckinvest.com\/pl\/%f0%9f%94%84-rebalancing\/\" title=\"\ud83d\udd04 Rebalancing\">Tematy dog\u0142\u0119bne<\/a>.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#f5eac1;padding-top:6vw;padding-right:6vw;padding-bottom:6vw;padding-left:6vw\">\n<div class=\"wp-block-group is-vertical is-nowrap is-layout-flex wp-container-core-group-is-layout-36fd9ea3 wp-block-group-is-layout-flex\" style=\"padding-right:0;padding-left:0\">\n<h2 class=\"wp-block-heading\">Pobierz arkusz kalkulacyjny Excel<\/h2>\n<\/div>\n\n\n\n<p id=\"block-1401cc4e-a420-4bc1-9ddd-3fc667b8d1c4\">Pe\u0142ny przegl\u0105d dzia\u0142a\u0144 rebalancingowych jest dost\u0119pny do pobrania w formie arkusza kalkulacyjnego Excel.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<a href=\"https:\/\/mueckinvest.com\/pl\/Apps\/Wikifolio%20Rebalancing%20\u00dcbersicht.xlsx\/\" download>\n    Datei herunterladen\n<\/a>\n\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Przegl\u0105d wszystkich dotychczas przeprowadzonych dzia\u0142a\u0144 rebalancingowych:<\/h2>\n\n\n\n\n    <style>\n        .rebalancing-year-select {\n            margin-bottom: 15px;\n        }\n        .rebalancing-year-select select {\n            padding: 6px 10px;\n            font-size: 16px;\n            border-radius: 6px;\n            border: 1px solid #ccc;\n        }\n        @media (prefers-color-scheme: dark) {\n            .rebalancing-year-select select {\n                background: #222;\n                color: #fff;\n                border-color: #555;\n            }\n        }\n        .rebalancing-all-list {\n            list-style: none;\n            padding-left: 0;\n            margin: 0;\n        }\n        .rebalancing-all-list li {\n            margin-bottom: 6px;\n        }\n    <\/style>\n    <div class=\"rebalancing-year-select\"><select id=\"rebalancing-year\"><option value=\"2026\" selected>2026<\/option><\/select><\/div><ul class=\"rebalancing-all-list\" id=\"rebalancing-list\"><li data-year=\"2026\">\n                        <a href=\"https:\/\/mueckinvest.com\/pl\/04/01/2026-rebalancing\/\">04/01/2026: Rebalancing<\/a>\n                    <\/li><li data-year=\"2026\">\n                        <a href=\"https:\/\/mueckinvest.com\/pl\/rebalancing-01/02/2026\/\">01/02/2026: Rebalancing<\/a>\n                    <\/li><\/ul>\n    <script>\n    document.addEventListener(\"DOMContentLoaded\", function() {\n        const select = document.getElementById(\"rebalancing-year\");\n        const items = document.querySelectorAll(\"#rebalancing-list li\");\n\n        function filter() {\n            const year = select.value;\n            items.forEach(item => {\n                item.style.display = (item.dataset.year === year) ? \"\" : \"none\";\n            });\n        }\n\n        select.addEventListener(\"change\", filter);\n\n        \/\/ Initial filtern\n        filter();\n    });\n    <\/script>","protected":false},"excerpt":{"rendered":"<p>Warum es wichtig ist: Damit eine Anlagestrategie langfristig stabil bleibt, wird die Zusammensetzung der Wikifolios regelm\u00e4\u00dfig \u00fcberpr\u00fcft und angepasst. Dieses Vorgehen nennt man Rebalancing. Dabei werden die urspr\u00fcnglichen Gewichtungen der einzelnen Bausteine wiederhergestellt, wenn sie sich durch Kursbewegungen verschoben haben. Ein Beispiel: Steigen Aktien stark im Wert, nehmen sie im Portfolio automatisch mehr Raum ein. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-no-sidebar","meta":{"pmpro_default_level":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-125","page","type-page","status-publish","hentry","pmpro-has-access"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/pages\/125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/comments?post=125"}],"version-history":[{"count":9,"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/pages\/125\/revisions"}],"predecessor-version":[{"id":4405,"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/pages\/125\/revisions\/4405"}],"wp:attachment":[{"href":"https:\/\/mueckinvest.com\/pl\/wp-json\/wp\/v2\/media?parent=125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}