Portfolios on Axe are managed based on defined strategies. Whenever the underlying strategy signals a change — such as adding or removing a stock, or reweighting positions — Axe triggers a portfolio update.

Frequency varies by strategy:

• Momentum or tactical portfolios may rebalance monthly or quarterly.
• Long-term or diversified portfolios may rebalance semi-annually or annually.

Every update aims to keep the portfolio aligned with its original thesis and risk-return objective.