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Support Center

Will M1 rebalance my portfolio?

No, M1 will not initiate a rebalance of your portfolio without your instruction. If you want your holdings to match your target portfolio, you will have to initiate a rebalance.

When newly deposited cash is used to make new trades in your portfolio, M1's algorithm identifies slices that are most relatively underweight and puts money in those first to keep your portfolio in line with its target. This is called Dynamic Rebalancing.

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