PortfoliosJul 25, 2026

How rebalancing keeps your portfolio on track

What drift is, why it matters, and how rebalancing brings your mix back to target.

What is drift?

As markets move, some parts of your portfolio grow faster than others. Over time your mix drifts away from the balance you chose.

A portfolio that has drifted towards shares carries more risk than you signed up for. Rebalancing brings it back in line.

We monitor your portfolio and rebalance when it moves meaningfully away from target, using new contributions first to keep trading to a minimum.

Published: Jul 25, 2026

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