Glossary

Rebalancing: keep your plan aligned without overtrading

Cognitor · EN

Definition

Rebalancing means bringing portfolio weights back toward a target mix after markets move. Many investors use a calendar (e.g., yearly) or bands (e.g., drift beyond 5%).

It is a risk-management habit, not a prediction tool — you sell what grew and buy what lagged relative to policy.

Why it matters

Without a process, winners can silently dominate — increasing concentration just when mean reversion might hurt.

How Cognitor helps you research

Cognitor does not set your policy — it supplies structured weekly evidence so reviews can be intentional: see lens disagreement and SENIOR alignment before you change size.

FAQ

How often should I rebalance?

Depends on costs, taxes, and your plan — ask a professional for personalized guidance.

Does Cognitor rebalance for me?

No. Cognitor is research information, not trading or advice.

General information only — not investment advice.

Alternate languages: EN · PT