Coffee Meets Investing
Asked on 07 Jul 2018
AutoWealth screens over 6,000 ETFs globally every 6 months to select the best ETFs to replicate the portfolio allocation (ie. U.S. stocks, Europe Stocks, Asia Pacific stocks, etc). Therefore the ETF selection may not be always the same.
Also, investment portfolios are analysed daily to check if it needs to be rebalanced. Statistically, rebalancing occurs about 5-7 times in a year, depending on the market volatility.
You may read our FAQ on portfolio rebalancing for more information: https://www.autowealth.sg/faq.php