Rebalance
L
LogFebruary 23, 25 | Posted in general
Help, how are portfolios rebalanced when calculating returns? Are returns reallocated to maintain a fixed asset allocation?
1 comment
Sort by
Oldest
DS
Dmitry ShevchenkoFebruary 24, 25
Hey, portfolios are rebalanced based on their settings. By default, this is once every three months, but there are other options, such as no rebalancing or rebalancing based on a certain deviation level:
Category
General
Views
21