Hello,

Is there way to enhance the portfolio rebalancing tool to look at other factors beside time ? It would be nice to see rebalancing guidelines based on time and also portfolio weights. If there's a stock holding that is at a 5% holding, and it decreases to 2%, then there's an automatic rebalancing based on that vs. waiting for the time component to be that trigger. Other ideas that would be cool, is portfolio rebalancing factors based on time, weight/size, and some technical indicators for trend following portfolios. An example would be by default rebalance the portfolios weights quarterly (time), also if something deviates from it's static allocation of 10% by (+/-10% ,25%, 50% or whatever variable here based on a percentage) or a fixed number where the static allocation is at 10% and if it deviates by 2% or more in either direction, rebalance the portfolio. The technical indicators would just be other factors to consider and they can be simple (20,50,100,200 MA's). Same concept just a different trigger, if a static weight of an asset is 10% and it crosses below its 50day MA then reduce it to 5%. Just something to consider in enhancing the tool.

Thanks

R