What happens if I don’t rebalance my portfolio when prompted?
Last Updated last year
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Rebalancing keeps your portfolio aligned with its intended strategy.
If you skip or delay a rebalance:
- Your holdings may drift away from model weights.
- Portfolio performance might differ from the model’s results.
- Risk exposure could change unintentionally.
You’ll continue receiving notifications until you act — but it’s always best to rebalance when prompted to stay true to the portfolio’s design.