4-Minute Money Ideas

← 4-Minute Money Ideas28 aug · 5 min

Technology Holdings Jumped Sharply. Should You Rebalance or Stay the Course?

Technology Holdings Jumped Sharply. Should You Rebalance or Stay the Course?28 aug5 min

Your portfolio might be out of balance right now and you don't even know it. When one sector takes off, it can quietly crowd out everything else and leave you way more concentrated than you planned. Doug Goldstein breaks down why the obvious rebalancing move could cost you in taxes, especially if you're managing U.S. accounts from Israel, and shares a smarter way to get your allocation back on track without selling your winners. Four minutes. One idea. Let's go.