Automatic rebalancing is an optional feature of the Guided Portfolio. It helps keep your portfolio aligned with your original investment strategy by periodically adjusting your allocations back to your selected target. This ensures that changes in market performance don’t push your portfolio too far away from your risk profile and goals. Giving you peace of mind without needing to monitor every shift.
You can enable and disable this feature by logging into your Lively account, and navigating to the "Investments" tab. Select "Edit allocation" to adjust this setting within your Devenir account. You can choose between monthly, quarterly, semi-annual, and annual cycles for rebalancing.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.
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