FAQ

49. What is rebalancing and why is it important?

Quick Answer:
Rebalancing restores your target allocation after market shifts.


Learn More:
Over time, outperforming assets grow overweight, increasing risk. Selling portions of winners and adding to laggards maintains discipline and long-term consistency. Findex notifies users when portfolios drift from their targets, simplifying when-to-act decisions.

Sign up for Early Access!

Experience the future of self serviced private banking.

Thank you! We've added you to the early access list. We'll get back to you if you're selected!
Oops! Something went wrong while submitting the form. Try again
No payment information required!