Rebalance
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Log23 февраля 25 г. | Posted in general
Help, how are portfolios rebalanced when calculating returns? Are returns reallocated to maintain a fixed asset allocation?
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Dmitry Shevchenko24 февраля 25 г.
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:
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