Ginmon automatically ensures that liquid assets remain below 1%. As soon as this limit is exceeded, your portfolio is usually automatically rebalanced, i.e., invested in other assets. If your liquidity is very low, the 1% threshold may not yet be triggered.
Our system is designed to ensure that purchases and sales are carried out in a tax- and cost-efficient manner. To avoid costs, the allocation of investment components may fluctuate within specified ranges. It makes no sense to carry out multiple securities transactions where the transaction value is only a few euros in each case, as this would lead to unnecessary transaction costs and possibly withholding tax.
As soon as your portfolio deviates too much from the target allocation, our system automatically takes action.
