AARP Financial

Rebalancing Your Portfolio


Rebalancing is the process of periodically adjusting your portfolio to maintain your chosen target asset allocation among stocks, bonds and cash equivalents.

If the value of the stocks in your portfolio increases, for example, the ratio of stocks to bonds could change. Over time, you could end up with more risk than you realize. By rebalancing your portfolio, you can help manage risk and maintain your intended level of diversification. However, asset allocation cannot assure a profit or protect against a loss.

When you invest in AARP Funds, we handle the rebalancing for you.



These articles are not meant to be a financial plan. A financial plan generally addresses a wide spectrum of financial needs including insurance, savings, investments, tax and estate planning.

While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself, and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is a registered investment adviser and a subsidiary of AARP.

AARP Funds are advised by AARP Financial Inc. and distributed by ALPS DIstributors, Inc. a registered broker/dealer.

AARP Financial Inc. is not affiliated with ALPS Distributors Inc.