Will my portfolio be adjusted ? How often ?
Yes, Growin will monitor the performance of your portfolio automatically. A rebalance will be triggered based on the market circumstances. Rebalancing is a process of realigning the weight of a portfolio of assets when the prospective return and volatility of an asset deviates to a certain level. Each strategy has different rebalancing frequency but follows 2 main rules.
Each portfolio asset performance will be reviewed and rebalanced on a monthly basis.
Growin will monitor the portfolio on a daily basis. When the stock-bond ratio, prospective return or risk deviates to a certainlevel, the rebalancing will be triggered.