How do I rebalance my portfolio?

Product Version
Windows 2017
3 people found this helpful

Different classes of investments will probably grow at different rates. As a result, your asset allocation may drift out of balance over time, and you'll need to rebalance your investment holdings.

  1. Click the Investing tab.
  2. If necessary, click the Allocations button at the top of the page. If you've previously set up a target asset allocation, then Quicken displays two pie charts: one shows your actual current asset allocation and the other represents your target asset allocation. Compare the target and actual percentages of each class.
  3. Use Show Accounts to select whether you want to view asset allocation for all accounts, investment accounts only, retirement accounts only, all your investment accounts, for a specific account, or for a customized group of accounts. (Optional)
  4. In the Asset Allocation snapshot, click Options, and then choose Rebalance Portfolio
    • What happens now?
      Quicken displays a rebalancing table that shows all your asset classes and identifies where you need to increase or decrease holdings within a given class to get more in line with your target mix.
  5. Follow the on-screen instructions.

To rebalance a portfolio, you need to have previously:

Always consider the impact of taxes and brokerage fees before buying and selling investments. For best results, you may want to consult with a financial advisor.

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