How frequently does rebalancing take place?
Rebalancing is carried out several times a week for free assets and Pillar 3a. This means that all deposits are invested in securities within a few working days. Exceptions are days on which one or more of our ETFs or index funds are not tradable due to stock market holidays.
Whether an existing portfolio is affected by rebalancing depends on how much the current allocation deviates from the target allocation.
More questions in "Investment process"
I have opened an account. What is the next step?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Can I invest in individual stocks with True Wealth?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I use ETFs other than the ones suggested?Can the investment universe (Global or Sustainable) be changed retrospectively? Is securities lending excluded?Why does my portfolio return differ from the multi-asset benchmark?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?What happens to my investment mix when I deposit money?
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