Fund investors who want to make informed, timely decisions.

We target a rebalance when the relative weight of an asset class increases or decreases more than a certain percentage specified in advance. This has an advantage over calendar rebalancing because changes to portfolio valuations dictate the rebalance, prompting an easy, emotion-free decision at the most optimal time.

It is generally better to let your appreciating market sector continue to advance and rebalance on your terms.

Unless you are moving large sums of money, the impact is negligible.

It varies depending on your portfolio holdings, personal thresholds and market conditions.

The ultimate goal is trading only when necessary – at the most opportune time.

Success comes from waiting.

A close proximity is all you need.

Market direction and speed vary, so the decision is yours.

- Calculate exchanges by leveraging our rebalancing calculator.

- Execute exchanges with your broker or custodian.

- Reset your portfolio baseline/rebalance date, which represents the new tracking start date.

No, you maintain full control of your investment accounts, completely independent of our service. And we do that for two very important reasons - security and privacy, we place an extremely high value on both.

We place an extremely high value on your privacy and security, so we do not collect your personal account information. Accessing your investment accounts systematically poses additional security risk to you by exposing your personal account information to a third party. Our portfolio valuations are fine-tuned to the point where they are within a reasonable threshold and the tradeoff is enormous because you can rest assured knowing your personal financial account information remains undisclosed, yet gain the benefit of a portfolio tracking service.

You may, but they will be considered cash and not tracked.