{"id":150,"date":"2018-12-01T16:50:00","date_gmt":"2018-12-01T11:20:00","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?p=150"},"modified":"2026-10-01T22:53:12","modified_gmt":"2026-10-01T22:53:12","slug":"six-tips-free-lunch-investing-asset-allocation-rebalancing-mutual-funds","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/blog\/six-tips-free-lunch-investing-asset-allocation-rebalancing-mutual-funds\/","title":{"rendered":"6 Tips For a Free Lunch In Investing &#8211; Asset Allocation"},"content":{"rendered":"<p>We often hear experts talk about asset allocation and the rebalancing of portfolios. We will now find out why this is almost like a free lunch in investing! And it is time to do so as we are beginning a new financial year and the markets are taking a sharp turn.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/bond-market-term-premium-explained\/\">What Is the Bond Market Term Premium and Why Is It Rising No<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/bank-stocks-fall-ceo-succession-risk\/\">Why Do Bank Stocks Fall When a CEO Succession Is Announced?<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/why-do-shares-fall-on-acquisition-news\/\">Why Do Shares Fall on Acquisition News?<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/what-is-grey-market-premium-gmp\/\">What Is Grey Market Premium and How Reliable Is It Really?<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/upi-charges-explained\/\">What Changed in UPI Charges, and What It Means for You<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/nsdl-red-flag-list-msci-index-explained\/\">Why Can a Great Company Fall Out of an MSCI Index Overnight<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/unlisted-shares-ipo-safe-or-lottery\/\">Are Unlisted Shares Before an IPO a Safe Bet or a Lottery<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/fd-vs-sip-real-returns-inflation-2026\/\">FD vs SIP: Which Gives Better Real Returns in 2026?<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/how-to-read-mutual-fund-factsheet\/\">How to Read a Mutual Fund Factsheet Without Getting Confused<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/bond-yield-explained-debt-mutual-fund-nav-india\/\">What Is a Bond Yield and Why Does a Rise in It Affect Your D<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/why-should-beginners-should-consider-gold-as-an-investment-option\/\">Why should beginners should consider gold as an investment o<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/what-are-the-key-benefits-of-fixed-deposits-for-indian-savers\/\">What are the key benefits of fixed deposits for Indian saver<\/a>.<\/p>\n<p>You may also find this useful: <a href=\"https:\/\/maxiomwealth.com\/blog\/sif-vs-pms-a-2026-guide-for-high-net-worth-investors\/\">SIF vs PMS: A 2026 Guide for High Net Worth Investors<\/a>.<\/p>\n<p>If you are switching from regular or indirect mutual funds to Direct Plans, it is a good time to spring-clean your portfolio and set it upright. Don&#8217;t just switch to the same fund&#8217;s direct plan. Take a hard look at the portfolio.<\/p>\n<p>Here are :<\/p>\n<h3 class=\"wp-block-heading\">6 Tips For A Free Lunch in Investing :<\/h3>\n<p>1. Asset Allocation Helps Reduce Risk<br \/>2. Rebalancing Guards Your Portfolio Against Shocks<br \/>3. Periodic Rebalancing Guides You to Your Goals<br \/>4. Rebalancing Enforces Discipline<b\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We often hear experts talk about asset allocation and the rebalancing of portfolios. We will now find out why this is almost like a free lunch in investing! And it is time to do so as we are beginning a new financial year and the markets are taking a sharp turn. You may also find&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/six-tips-free-lunch-investing-asset-allocation-rebalancing-mutual-funds\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">6 Tips For a Free Lunch In Investing &#8211; Asset Allocation<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":5293,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[22,41,153,413,433,466,610,619],"class_list":["post-150","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing-fundamentals-mutual-funds-guide","tag-accredited-investor","tag-asset-allocation","tag-direct-plans","tag-investment-goals","tag-investment-strategies","tag-long-term-and-short-term-debt","tag-re-balancing","tag-regular-plans"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/posts\/150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=150"}],"version-history":[{"count":7,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/posts\/150\/revisions"}],"predecessor-version":[{"id":8026,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/posts\/150\/revisions\/8026"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media\/5293"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/categories?post=150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}