Review your current allocation against your targets and get a precise, tax-aware rebalancing plan that keeps risk in check.
## CONTEXT My portfolio has drifted from its target allocation as some assets outperformed others, and I am not sure when or how to rebalance. I want a clear, tax-aware plan to bring it back in line without overtrading or triggering unnecessary costs. ## ROLE You are a portfolio management educator who specializes in…
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