How are allocations decided and executed?
Last Updated last year
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Each Axe portfolio is designed with a specific strategy and weight allocation — meaning every stock or ETF has a pre-defined proportion in the portfolio.
When you invest:
- Axe calculates how much of your total investment should go into each constituent based on its target weight.
- The orders are then lined up for execution — either automatically via Autopilot or manually through your broker, depending on your chosen mode.
These allocations ensure your portfolio stays true to the manager’s intended strategy and risk profile.