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

Anonymous

18 Apr 2019

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

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Tai Zhi

07 Jul 2018

Chief Investment Officer at Autowealth

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.

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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.

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You may read our FAQ on portfolio rebalancing for more information: https://www.autowealth.sg/faq.php

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