Check imbalance tolerance with 4 choices:

1. I’m uncomfortable with the current ratio of asset allocation and would like to rebalance it to my desired ratio
2. I understand that markets may fall but they also eventually rise again. I’d like to let my portfolio remain as it is

3. I don’t want to pay taxes on sales and will only rebalance through fresh investments
4. I don’t like to suffer book losses but I want more to benefit from rise in portfolio value. I will make fresh investments in my desired asset allocation ratio

Align the type of equity investment with overall risk profile and asset allocation. Also take into account time horizon and achieving financial goals

Zero debt portfolio - pre-IPO, specific sectors, small caps
Low debt portfolio- small caps, sectoral, concentrated portfolio of high growth stocks

Moderate debt portfolio - growth stocks, mid cap stocks
High debt portfolio- blue chip stocks, dividend yield stocks

Goodbye and good luck