Informed Decisions Financial Planning & Money Podcast

This week we take on a subject which, while not that earth-movingly exciting, has gained in popularity over recent years in the investment industry, and that subject is rebalancing. Rebalancing, in the simplest and most honest terms can be described as taking money out of your 'winners' and putting it into your 'losers'! Please bear with us and we'll explain! With lots of lovely head-lines lately talking about Equities at all-time highs and general euphoria about investing.......it might (or might not pay) to be aware of rebalancing, and how it impacts on your investments. When it comes to Investing & Pension Funds in Ireland in 2017 or indeed most aspects of creating investment portfolios, since 2008 there has been a sharp focus on ensuring that investments are well diversified. Due to the scorchingly severe falls in values of equities and property at that time people have been once bitten and are now twice shy. There is now a big push to diversify between different asset classes to reduce that volatilit