Automated Trading & Portfolio Rebalancing Tools

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AUTOMATED TRADING PORTFOLIO REBALANCING TOOLS
45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
2

• Surprisingly many businessmen very well
  comprehend the worth of rebalancing their
  portfolio, as it is one of those investment
  strategies that can diversify the investment into
  a much programmed and right way.

• But not many follow it since there is a lack of
  full-fledged information available or some
  investors prefer to rebalance their portfolios
  frequently, many others let it slide.
• This is where it all goes wrong because it is one
  of the essential investment strategies that help
  your business to survive the competition
  effortlessly.
• In simpler words, rebalancing is the strategy
  that adjusts your asset allocation to make sure
  it remains consistent with the investment goals.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
3

• Every business requires a good investment
  portfolio but that needs to be diversified among
  different types of investments, which are called
  asset classes.
• These classes consist of the largest classes of
  stocks, bonds, cash, real estate, and
  alternatives like precious metals.
• All of the investments are considered within a
  target-date fund or another fund that
  automatically rebalances.
• This ensures your investments are being
  automatically-managed with the investment account
  like Betterment, Wealthfront, to name a few.
• If you miss out to rebalance your portfolio, then
  the major issue occurs within your business only,
  wherein youll find yourself with too much money
  in one asset class at the absolute worst time,
  and this mis-management finally leads to the doom
  of your business.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
4

• There are three steps to rebalance
• Review the ideal asset allocation.
• Determine the portfolios current allocation.
• Buy and sell shares to rebalance the portfolio.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com
5

• But one thing you cannot deny from is the fact
  that it is not as that simple as it seems.
  Rather, to be honest, rebalancing process of the
  investment portfolio is a demanding exercise,
  hence it is necessary to have a financial advisor
  for your business, and nothing suits better than
  the team of experts from Investment Excel team.
• Their team has everything in their capacity to
  help you garner the best investment advises to
  grow further.

45-25685705
www.investmentexcel.com
info_at_investmentexcel.com