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rebalancing your journey

Periodic rebalancing will do just that. The cool thing is, it automatically sells investments that are at a higher point and puts it in investments that are lower. Let’s look at someone who elects to have a moderate portfolio approach and their rebalancing journey.

And let’s look at what happened to this portfolio’s allocations during both

a high ride year followed by the “Corona Crash.”

If you are invested in a target date fund or a model portfolio, your account is being automatically rebalanced for you.

Unsure how you are invested? Call intellicents at 800-880-4015. We are here to help you during this market’s balancing act.

Source: Morningstar. Hypothetical used for illustrative purposes only. Past performance does not guarantee or indicate future results. It is not possible to invest directly in an index. Performance results assume the reinvestment of capital gains and income dividends and rebalancing. Performance of the hypothetical portfolios does not reflect any other fees or expenses that may be charged against your account. The asset allocation of the hypothetical portfolio above is as follows: Moderate Portfolio: 13% FTSE 3mo T-Bill, 27% Bloomberg Barclays U.S. Aggregate Bond Index, 26% S&P500, 6% Russell Midcap Index, 6% Russell 2000 Index, 22% MSCI World Ex. US Index.

Investment advisory services offered through intellicents investment solutions, inc., a federal covered investment adviser.


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