Investing term

What is Drift?

The gradual shift in your portfolio's mix as some assets grow faster than others.

Drift is the gradual shift in your portfolio's mix as faster-growing holdings swell their share and slower ones shrink. You don't have to do anything for it to happen — a strong run in stocks quietly raises their weight, and with it the overall risk of the portfolio.

Because it's automatic and invisible, drift tends to push your risk higher than you intended, exactly when markets have run up and a correction is more likely. The portfolio you end up holding is riskier than the one you designed, simply because the winners now dominate. Rebalancing is the deliberate act of undoing drift — selling a little of what's grown most to top up what's lagged, restoring the mix you chose.

Risk that rises on its own
60%64%68%you set 60%a year later68%stock share creeps up — risk risesWinners swell their share, so a portfolio left alone drifts toward more risk than you chose.

Left alone through a strong year, a 60/40 mix drifts toward 68/32 — quietly taking on more risk than you chose. Rebalancing is the deliberate act of undoing that drift.

For example

Left alone through a strong stock year, a 60/40 portfolio can drift to 68/32 — quietly taking on more risk than you signed up for, without a single trade.

Learn it by doing

That's Drift in theory — it clicks when you use it. Practise it hands-on in a free, interactive lesson (Stage 10, Building Your First Portfolio).

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Why it matters to you

Drift matters because it silently changes your risk level without your consent, usually raising it right when caution would serve you best. The mix you carefully chose slowly becomes something more aggressive, so a downturn hits harder than you planned for. Recognising that a portfolio left alone doesn't stay put — it drifts toward risk — is what makes periodic rebalancing feel necessary rather than optional.

Mistaking drift for good performance

When your best holdings grow and dominate, it feels like success — so leaving the drifted mix alone seems natural. But that's an accidental increase in risk, not a decision. The portfolio is now more exposed to a fall in those winners than you intended. Correct drift on a rule, rather than admiring it as performance.

Frequently asked questions

What is portfolio drift?

Drift is the gradual change in a portfolio's asset mix as faster-growing holdings increase their share and slower ones shrink. It happens automatically, without any trading on your part, and tends to raise the portfolio's risk above the level you originally chose.

Why is drift a problem?

Because it quietly increases your risk, often after a rally when the winning assets are pricey and more vulnerable. Your carefully chosen mix becomes more aggressive than intended, so a downturn hurts more. Drift means the portfolio you hold is riskier than the one you designed.

How do I correct drift?

By rebalancing — trimming the holdings that have grown beyond their target weight and topping up those that have fallen below, restoring your intended mix. You can do this on a schedule, when drift passes a set threshold, or by directing new contributions to the underweight assets.

Related terms

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