If one of your ETF positions in the portfolio gains or loses value due to market movements, this is also reflected in the percentages. The percentage share increases or decreases accordingly. The percentages are calculated from the value of each ETF divided by the total value of your portfolio.
With regular rebalancing, our algorithm makes sure your allocation matches your investment strategy and your risk-return profile doesn’t shift. Our risk management is based on threshold-based rebalancing. That means the allocation of your investment building blocks can fluctuate within set thresholds. If these thresholds are crossed, our algorithm brings your portfolio back to the target allocation according to your investment strategy.
