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Asset Reallocation

Radio Transcript, 60 seconds, for use during week of September 3.

This is an Invest Wisely minute brought to you by Iowa State University Extension.

Remember to monitor your investment portfolio and rebalance it when necessary.  Some of your investments will grow faster than others.  For example, if you want 40 percent of your portfolio to be in stocks or mutual funds that invest in stocks, but your stocks are now 55 percent of your portfolio, you will want to make some changes.

You could sell some stock and buy investments in other categories.  Or you might leave your stocks as they are but use additional money to buy bonds or certificates of deposit.

Keep your original allocation strategy in mind so you maintain a portfolio you are comfortable with.

Invest Wisely comes from Iowa State University Extension through a grant from the Investor Protection Trust providing investor education on the web at investorprotection.org.

 
 
         
         

Updated September 4, 2007