You are using an outdated/unsupported browser. Please upgrade your browser to improve your experience.

Support Center

What is dynamic rebalancing?

Dynamic rebalancing allows your portfolio to stay closer to your target allocations using the natural cash inflows and outflows to your portfolio. With dynamic rebalancing, every cash event pushes you closer to your target allocation.  When adding cash to the portfolio, the algorithm identifies slices that are most relatively underweight and puts money in those first.  When removing cash from a portfolio, the algorithm identifies slices that are most relatively overweight and removes money from those first. 

Have more questions? Submit a request