Auto wealth- is this robotic or you have fixed etfs? Do you re-adjust automatically and how frequently in the past? - Seedly
Seedly logo
Seedly logo
 

Coffee Meets Investing

Anonymous

Asked on 07 Jul 2018

Auto wealth- is this robotic or you have fixed etfs? Do you re-adjust automatically and how frequently in the past?

0 comments

1 answer

Answer Now

Answers (1)

Sort By

Tai Zhi
Tai Zhi
Level 6. Master
Answered 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

0 comments

ūüĎć 0