Mastery card
I can explain Rebalancing
Resetting your portfolio mix back to target after markets move it.
Rebalancing trims winners and tops up laggards to restore the planned asset allocation.
Sticky trick
Rebalance on a calendar or threshold (e.g., 5% drift) to avoid constant tinkering.
Take into the room
In plain English, what is Rebalancing?
Or open the share card ⚖️
Or start your own 5-word trail from home.