Module 6: Rebalancing and Reviewing Your Portfolio
Lessons
Lesson 1.1: What Is Rebalancing & How Do You Do It?
Follow a clear explanation of portfolio rebalancing and why it matters for long-term investors. This lesson shows how portfolios drift over time, how rebalancing protects your risk level, and the simple methods you can use to keep your investments aligned with your plan.
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Lesson 1.2: Your 6-Step Annual Portfolio Review System
Learn the six-step annual portfolio review used by disciplined long-term investors. This lesson shows what to check each year, from goals and asset allocation to contributions, fees, and diversification, so you stay aligned with your strategy without reacting to market noise.
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Lesson 1.3: Staying Invested When Markets Feel Uncertain
Learn how to stay consistent during market uncertainty and avoid emotional investing decisions. This lesson explains why markets recover over time, how news and volatility affect investor behaviour, and the practical strategies you can use to stay disciplined and focused on your long-term plan.