How Does Rebalancing Work in a Portfolio?
Rebalancing will return the portfolio weights to the target weights determined when creating the portfolio. It will rebalance on the last day of the period selected, for example if 'Quarterly' is selected, it will return the current weights to the target weights on the last day of the quarter.
There are five rebalance frequency options: Never, Annually, Quarterly, Monthly, and Daily. If you use 'Daily' the portfolio weights will never drift from the target weights. Rebalancing can be used in both static and dynamic portfolios.
There are five rebalance frequency options: Never, Annually, Quarterly, Monthly, and Daily. If you use 'Daily' the portfolio weights will never drift from the target weights. Rebalancing can be used in both static and dynamic portfolios.