Portfolio Review & Rebalancing: Write the Decision First
SMALL PRICE · BIG VALUE · SHORT EDITION
A review is not an automatic trade. This guide puts a written decision between noticing a change and placing an order. Rebalancing (moving a portfolio back towards the mix you planned) is one possible result; holding, adding new money or asking for advice are others.
What's inside
- Fix the portfolio, the goal and the target mix
- Measure the current mix, drift and your review rule
- Write the decision and compare the options
- Tax, several accounts, overlapping funds and the order of steps
What you get
- A 26-page PDF with clickable contents, readable on phone, tablet or desktop
- Portfolio Review Worksheets (three fillable pages) + blank snapshot template and worked options (CSV)
- Key terms in bold, explained in plain English, and sources listed at the back
Included free with What You're Actually Buying. The £2.99 price applies only when you buy this short edition on its own.
Readers worldwide: worked examples use UK rules where rules matter. If you live elsewhere, check your own regulator and local rules; the method still applies.
Educational content only; not financial, investment, tax or trading advice, and not a recommendation of any product, provider or strategy. Every example number is invented unless a source is given. Trading leveraged products carries a high risk of losing money. Bacchus Analytics Limited, trading as Traderz Life.
Questions: hello@traderzlife.co.uk