What is rebalancing?
Rebalancing is the process of periodically realigning the allocation of assets in your portfolio to maintain your original customized blend of investments. Invest Forward monitors your portfolio on a daily basis and automatically rebalances your portfolio whenever it drifts a few percentage points from your original allocation. Evidence shows that frequent rebalancing can add approximately 0.4% to annual returns (Swensen, David, Unconventional Success, 2005, pp. 195-96.)