Stock Market Portfolio Rebalancing for Busy IT Project Managers: Ravi’s Journey
Ravi, a busy IT project manager, struggled to manage his stock market investments while balancing a demanding career. Realizing the importance of stock market portfolio rebalancing, he explored strategies like age-based rebalancing, fixed money allocation-based rebalancing, and time-based rebalancing. Each approach helped him regain control of his investments while aligning them with his financial goals, such as retirement and home ownership. By leveraging goal-based rebalancing and automated tools, Ravi ensured his portfolio stayed balanced without needing constant attention, allowing him to focus on his career while staying on track with his long-term financial objectives.