PORTFOLIO & PLANNING

Rebalancing Your Portfolio

Over time, your portfolio drifts from its original allocation — some investments grow faster than others. The Rebalancer helps you see that drift and decide what to do about it.

How it works

The Rebalancer looks at your current mutual fund and equity holdings and, using PrimoAI, suggests adjustments to bring your allocation back toward your target — for example, trimming an overweight sector or topping up an underweight asset class.

Mutual funds vs. equities

  • Mutual fund rebalancing — suggestions based on fund category, allocation drift, and overlap with other funds you hold.
  • Equity rebalancing — suggestions based on your stock holdings' sector and concentration.

Rebalancing suggestions are a starting point for a conversation, not an automatic instruction — nothing is bought or sold on your behalf. Talk to your advisor before acting on a suggestion.

You'll get the most useful suggestions once your full portfolio is imported — see Get Your CAS / NSDL Statement if you haven't already.