We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Rebalancing Your Portfolio: Why It’s as Essential as Pizza Variety

Rebalancing Your Portfolio: Why It’s as Essential as Pizza Variety

2024/12/13
logo of podcast iWealth

iWealth

Shownotes Transcript

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn use a fun pizza analogy to explain the concept of rebalancing your investment portfolio. They discuss why it's essential to periodically rebalance, how it works in practice, and the common mistakes investors make when they let their portfolios become too heavily weighted in one area. Whether you're new to investing or just need a refresher, this episode provides practical tips for keeping your investments diversified and aligned with your goals.

#iWealthPodcast #InvestmentStrategy #PortfolioRebalancing #Diversification #FinancialPlanning #Investing101 #SmartInvesting #WealthManagement