We are exploring a few different models for rebalancing. One is to rebalance with new contributions only, another would be rebalancing with each investing (through both buying and selling), and the third would be a more tax-aware rebalancing where it only happens quarterly or annually (perhaps after you've locked in long term capital gains).
Since we lean prosumer / DIY platform, we feel like perhaps we should support a few models. Curious which you'd prefer?
We are exploring a few different models for rebalancing. One is to rebalance with new contributions only, another would be rebalancing with each investing (through both buying and selling), and the third would be a more tax-aware rebalancing where it only happens quarterly or annually (perhaps after you've locked in long term capital gains).
Since we lean prosumer / DIY platform, we feel like perhaps we should support a few models. Curious which you'd prefer?