How often can I rebalance my portfolio with DWS?

Asked 4 months ago
DWS Investments does not impose a specific limit on how often investors can rebalance their portfolios. The frequency of rebalancing can depend on individual investment strategies, market conditions, and personal preferences. Many financial advisors suggest reviewing and rebalancing a portfolio periodically, such as quarterly or annually, to ensure it aligns with one's investment objectives and risk tolerance. However, some investors may choose to rebalance more frequently if they observe significant market changes or shifts in their asset allocation. It is essential to consider transaction costs and tax implications that may arise from frequent trading as well. For comprehensive information about portfolio management and rebalancing strategies, it may be beneficial to visit DWS Investments' official website, where they provide resources and insights for investors.
Jeff Whelpley is the editor / author responsible for this content.
Answered Aug 2, 2025

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