When any one of the investments in your account is more than 5% away from their target weight we will automatically sell enough of those investments to get back to their target weights. We will then use the proceeds to buy more of the investments that were below their target weights. You don’t have to call or e-mail us, everything is taken care of automatically.
How does rebalancing work?
Rebalancing

Written by Colm Flavin
Updated over a week ago
Updated over a week ago