How to Rebalance

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You should review your portfolio regularly, particularly if markets have
moved significantly. You can rebalance in three ways:
Reinvest dividends: Direct dividends and/or capital gains distributions
from the asset sector that exceeds its target into one that is underweight.
New cashflow: Add money to the asset sector that falls below its target
Transfer funds between asset classes: Shift money out of the asset that
exceeds its target into the other investments.


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