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December 1, 2025

How to rebalance your portfolio in a lofty market

  • If it's been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented U.S. stocks.
    • By AMY C. ARNOTT
    Morningstar

    iStock image
    If it's been a while since your last rebalance, your portfolio might be heavy on stocks and light on bonds. A portfolio that started at 60% stocks and 40% bonds 10 years ago could now hold more than 80% stocks.

    If you've chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio — you're probably ahead of many investors. But unless you're investing in a set-and-forget investment option like a target-date fund, your portfolio's asset mix will shift as the market fluctuates. In a bull market you might get more equity exposure than you planned, or the reverse if the market declines.


     
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