Uploaded August 2026 | Updated September 2026, 1 day ago
Does rebalancing your portfolio actually make a difference, or is it just busywork? Today we put two hypothetical investors side by side. Investor A rebalanced back to the S&P 500 sector
weightings on the last trading day of every month. Investor B did nothing all year. The results
might just surprise you.. Or not.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the views of
Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the
information provided, nor any opinion expressed constitutes a solicitation for the purchase or
sale of any security. All investing involves risk, including the potential loss of principal. Past
performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
This is provided for educational purposes only. Any portfolio allocations, returns, rebalancing
results, or performance comparisons discussed are hypothetical illustrations and do not
represent actual client accounts or actual investment results. Hypothetical results have
limitations and do not reflect the impact of fees, expenses, taxes, transaction costs, or other
factors that may affect performance. Different assumptions and market conditions will produce different outcomes. References to indexes, sectors, or market performance are for illustrative purposes only. Indexes are unmanaged and cannot be invested in directly. Rebalancing does not guarantee a profit or protect against loss in declining markets and may result in tax consequences.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC
(“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory,
LLC are affiliates and collectively referred to as Steward Partners.
Does rebalancing your portfolio actually make a difference, or is it just busywork? Today we put two hypothetical investors side by side. Investor A rebalanced back to the S&P 500 sector
weightings on the last trading day of every month. Investor B did nothing all year. The results
might just surprise you.. Or not.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the views of
Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the
information provided, nor any opinion expressed constitutes a solicitation for the purchase or
sale of any security. All investing involves risk, including the potential loss of principal. Past
performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
This is provided for educational purposes only. Any portfolio allocations, returns, rebalancing
results, or performance comparisons discussed are hypothetical illustrations and do not
represent actual client accounts or actual investment results. Hypothetical results have
limitations and do not reflect the impact of fees, expenses, taxes, transaction costs, or other
factors that may affect performance. Different assumptions and market conditions will produce different outcomes. References to indexes, sectors, or market performance are for illustrative purposes only. Indexes are unmanaged and cannot be invested in directly. Rebalancing does not guarantee a profit or protect against loss in declining markets and may result in tax consequences.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC
(“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory,
LLC are affiliates and collectively referred to as Steward Partners.
