Portfolio Rebalancing & Diversification

Analyze portfolio to identify rebalancing opportunities.

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Steps: 1) Analyze current allocation 2) Calculate portfolio metrics 3) Identify concentration risk 4) Model rebalancing scenarios 5) Analyze disposition candidates 6) Identify acquisition targets 7) Model 1031 exchange

Output: Portfolio snapshot, concentration analysis, disposition recommendations, acquisition targets, 1031 analysis.

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Why this works

Portfolio-level analysis prevents overconcentration. Rebalancing improves returns and reduces risk.

Risks & review

Emotional attachment delays exits. Data-driven rebalancing overcomes psychology.