How is my money invested?

M1’s revolutionary algorithm aims to keep your portfolio balanced, based on the percentages that you allocate, so you don’t have to.  


It compares what your current holdings are vs. your customized target percentages. 


Money is first divested from overweight securities and is first invested in underweight securities. That way your securities grow closer to your ideal target percentage. 


Learn more about how we trade in the attachment below.


Was this article helpful?
4 out of 7 found this helpful