If the investments in your Pie deviate from their target allocations, the balance within the Pie will shift. To fix this, you can rebalance the Pie at any time by selecting the ‘Rebalance’ option located at the bottom of the 'Holdings' section.
The rebalancing algorithm will automatically make the necessary adjustments to equalize the actual value and the target value of each investment.
Note: Position losses may occur during the rebalancing.
It will sell shares of overweight investments and purchase more of the underweight investments. Prior to executing the rebalancing, you will be provided with a preview of the changes.
Note: Rebalancing transactions in non-base currencies will be subject to a 0.15% FX Fee and may take time if markets are currently closed, or if you have investments in multiple markets and only some of those markets are currently open. You will get notified immediately after the rebalancing has concluded.