GLOSSARY

Drift

IN PLAIN ENGLISH

The gap between the mix you hold and the mix you intended, caused by prices moving.

WHERE YOU MEET IT

The Rebalancing Advisor's drift score: the share of the portfolio that would change hands to sit exactly on target.

WATCH OUT FOR

Some drift is normal. Deciding in advance how much is too much stops you reacting to every move.

EXPLAINED IN

Rebalancing explained without the jargon

Educational content only. It is not personal financial advice.