The new financial year provides a clean slate to evaluate your portfolio's performance over the past year.
The start of a new financial year presents a golden opportunity for investors to reassess their investment portfolio and make strategic adjustments by revisiting their asset allocation and risk management strategies. Portfolio rebalancing is not merely a routine exercise, but a strategic imperative for investors seeking to optimise their investment returns and mitigate risk.
At its core, rebalancing involves adjusting the composition of one's investment portfolio to maintain the desired asset allocation mix that one started with. However,