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Venture Opportunity Series Asset rebalancing program enrollment Important information this form to enroll in the asset rebalancing program for your variable annuity contract. Asset rebalancing reallocates
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How to fill out rebalancing keeps your portfolio

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How to fill out rebalancing keeps your portfolio

01
Determine your target asset allocation based on your investment goals and risk tolerance.
02
Monitor the performance of your assets regularly to identify any deviation from your target allocation.
03
Sell overweight assets and buy underweight assets to bring your portfolio back to your target allocation.
04
Consider tax implications and transaction costs when rebalancing your portfolio.
05
Repeat the process at regular intervals to maintain the desired asset allocation.

Who needs rebalancing keeps your portfolio?

01
Investors who want to maintain a consistent level of risk in their portfolio.
02
Investors who want to ensure that their portfolio is aligned with their long-term financial goals.
03
Investors who want to take advantage of the benefits of diversification and minimize the impact of market fluctuations.
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Rebalancing keeps your portfolio involves adjusting the allocation of assets in your investment portfolio to maintain your desired risk level and investment strategy.
Investors who have an investment portfolio and want to ensure their asset allocation remains in line with their investment goals may choose to file rebalancing keeps their portfolio.
To fill out rebalancing keeps your portfolio, you need to review your current asset allocation, determine the target allocation, and then make trades to bring your portfolio in line with the target.
The purpose of rebalancing keeps your portfolio is to maintain your desired risk level and investment strategy, as well as ensuring that you are not over-exposed to any one asset class.
The information reported on rebalancing keeps your portfolio typically includes the current asset allocation, the target asset allocation, and any trades made to rebalance the portfolio.
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