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Investment Strategy

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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.

1. Time-Triggered :

Each portfolio asset performance will be reviewed and rebalanced on a monthly basis.

2. Threshold-Triggered :

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.