Rebalancing.

1. Rebalancing.
It’s the ultimate art and science of wealth creation. Rebalancing is the periodic
adjustment of your portfolio to protect your current gain with effective risk
management to achieve your financial goal.
555000
1982834
6145758
Sensex Normal Equity SIP
Value
Rebalancing SIP
Value
Monthly SIP Rs. 5000 in Liquid Fund from Jan 2000 to Mar 2009 &
full redeem on 09/03/09, when Sensex CRASH to 8160. Based on
economic condition invested amount switch from liquid to equity
and equity to liquid.
151818
424294
4717711
4.75% 17.42% 53.45%
Sensex Without Rebalancing Rebalancing
Lump sum Equity Investment Rs. 100000 in Liquid Fund
from Jan 2000 & full redeem on 09/03/09, when Sensex
CRASH to 8160. Based on economic condition invested
amount switch from liquid to equity and equity to liquid.
An initiative to promote Financial Awareness by
BISWAJIT DAS
Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy
Relationship Beyond Advising