Peter Lazaroff, chief investment officer at Plancorp, St. LouisRebalance within equitiesInvestment opportunities exist by rebalancing the risk exposures within your equity portfolio. So, adjusting the percentage of stocks in an investment portfolio during a challenging market period is not advisable. One stock risk worth noting is the shares you own in your employer and how this holding impacts your overall stock asset allocation. You also need to keep in mind that any adjustments in your company-stock holdings impact your investment portfolio’s overall stock allocation. Whether or not you should be adjusting the percentage of stock in your portfolio is dependent on how soon the money is needed.

Source: Wall Street Journal August 07, 2022 12:53 UTC