Portfolio rebalancing means adjusting investments to bring them closer to the asset mix an investor set for a particular goal. When assets rise or fall at different rates, portfolio weights and risk can change. Review the goal and risk level before making changes rather than reacting only to news or short-term returns.
About the referenced video: The linked Short discusses ten dividend funds. It does not provide a portfolio-rebalancing method or specific buying or selling advice, so it is included as general investment context only.
How to review a portfolio
- Record the target allocation and why you set it.
- Calculate current weights using market values, not only the number of units.
- Choose a review rule, such as a time-based review or a self-defined tolerance band.
- Compare adding to underweight assets with selling overweight assets.
- Consider fees, taxes, liquidity, and the effect on your goal before placing a trade.
There is no review schedule that suits everyone. Trading too often can raise costs and encourage market timing. If your goal or ability to take risk has changed, review the target allocation itself instead of automatically returning to the old mix.
Start with asset allocation and an assessment of your risk tolerance before setting a rebalancing rule.
Sources
- Stock Exchange of Thailand: Is it time to review your investment allocation?
- SEC Thailand: portfolio management
Updated October 16, 2026. This is general information; it does not set a personal asset allocation or trading schedule.