Intermediate
Practice Drills: Rebalancing a Sample Portfolio Based on Targets
A hands-on drill course for investors who already hold a mix of equity, debt and gold and want to keep it on target. Every lesson hands you a sample portfolio in INR, a target allocation and a market move, and you work out the exact trades: how much to sell, how much to buy, and whether fresh SIP money can do the job without selling at all. Covers calendar vs threshold triggers, tolerance bands, multi-asset and market-cap sub-allocation, international funds, and the tax, exit load and lot-selection rules that decide whether a rebalance is worth doing. Uses Nifty-linked scenarios, Indian mutual funds, SGBs and Gold ETFs, and execution on Zerodha Coin and Kite.
Asset AllocationPortfolio DriftRebalancing TriggersTolerance BandsTax-Aware RebalancingExecution
MODULES
4
DURATION
4 Hours
TRACK
Stock Market Basics
What You'll Master
Measure how far a portfolio has drifted from its target and turn the gap into exact rupee trades
Choose between calendar, threshold and hybrid rebalancing rules and apply tolerance bands
Rebalance with fresh SIP money and redirected inflows before selling anything
Rebalance multi-asset portfolios across equity, debt, gold, market caps and international funds
Cut the tax and exit-load cost of rebalancing using the LTCG exemption, holding periods and lot selection
Place the rebalancing trades correctly on Zerodha Coin and Kite
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates