When are portfolios rebalanced?

Portfolios are regularly rebalanced to maintain the desired asset allocation and risk profile.

You will receive rebalance notifications on your My Portfolio Dashboard at regular intervals, and you have the option to choose whether to opt in for these notifications.

Follow the steps below to rebalance your portfolio

It's important to note that the rebalance information serves as reference point and does not constitute financial advice.

Please be aware that any subsequent investment into a Smart Portfolio that has deviated from its benchmark allocation will not trigger an automatic rebalance to realign it with the benchmark allocation.