Rebalancing your portfolio is an important part of managing your investment portfolio. You should decide how often you will rebalance your portfolio. Generally, rebalancing too often results in high transaction costs and taxes. Not rebalancing enough generally results in portfolios that violate the investment principles of diversification and risk management. Determine how often you will rebalance your portfolio and include that goal in your investment plan. Select your portfolio rebalancing method and include this in Section IV.B. Generally, the easiest method of rebalancing is the periodic-based rebalancing. I encourage you to use the new money/donations addendum to minimize market impact, transaction costs, and taxes on your portfolio. 

Determine how often you will monitor and report on your portfolio, and add that information in Section IV.A. Finally, determine how you will communicate the results of the portfolio performance to the rest of the Team.