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How Often Should You Rebalance? –

To help clients benefit from market volatility, financial adviser Michael Chasnoff relies on what he calls real-time rebalancing.


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Rebalancing is an age-old investment tenet which suggests that investors should add or sell stocks and bonds in their portfolios to ensure that their original asset allocation remains steady despite movements in the markets. The traditional advice is that investors should look at their portfolio once or twice a year and rebalance accordingly.

Mr. Chasnoff, however, says that waiting for a specific date can cause investors to miss out on big price moves, especially in volatile markets. So he constantly monitors clients’ allocations with the help of a computer program; if investments move a certain percentage away from their targeted allocation, Mr. Chasnoff swoops in to buy or sell them during the trading day.

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