Rebalance Opportunity
Your equity is 5% over target allocation*
Your current equity allocation (50%) exceeds your IPS target (45%). Rebalancing now would reduce portfolio risk and lock in recent gains.*
Current*
→
Recommended*
Equity
50%
→
45%
-5%
Debt
27%
→
30%
+3%
Gold
8%
→
10%
+2%
Real Estate
15%
→
15%
0%
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*Illustrative advisory for demonstration purposes only. Real advice is personalized to your risk profile, IPS, and financial goals.