Apologies in advance for any incorrect terminology.
Iām using the Pie Autoinvest feature and wondering if the current instruments will rebalance every time I add more funds to the pie (or when dividends are available), according to the % allocated?
Iāve noticed I can control the new fund distribution (by target, self-balancing, custom) but Iām not sure what happens to whatās already there. I guess what Iām trying to avoid is that stocks/ETFs that have made gains get trimmed down to the cost of rebalancing buying underperforming ones when Iām adding more funds or dividends are being reinvested.
Hi Vedran. Iām still playing with the instrument Autoinvest in Demo mode. Iāve just noted that if I scroll down the page there is a button named ārebalanceā. Does this automatically rebalance a social pie according with the rebances made by its owner (for istance if the owner of the PIE modify its pie, if I press rebalance it will then automatically rebance also my PIE)?
Thank you for the clarification. Itās a pity that it doesnāt work as I thought. Do you have any suggestion on how to rebalance someone else pie Iām copying? For istance, if I copy Ark Invest pie, which is often rebalancing, how can I keep my pie as the ownerās one? Should I everytime there is a change disinvest the whole pie (with the risk of closing many position in red and eventually the whole pie in red) and reinvest the whole amount?
Thereās two good ways of doing this without selling.
The best IMO is copying the recent pie, export all investments from the original pie then import them into the newest pie and rebalance if you wish. If you donāt want to rebalance then go through and see if thereās any far away from the target that you can fix manually.
Other option is manually going through and editing the percentages, but this seems time consuming if itās a big pie.
Hi what do you mean for export and reimport? I see that I can disinvest for objectives, for auto balance or personalizedā¦is one of these 3 the exportation? Thankās
Iāve tried but in both ways there is a lot of work to be manually done. In the first case, when you export from the first pie the stocks goes among the others I own outside the pie, you then need to search the right ones to put in the second pieā¦this is very time consumingā¦as well as manually rebalancing.
Is T212 going to automate the adjustment from the social pie anytime in the future?
Yeah absolutely, I know youāre right itās a hassle, but I was just saying the first way was the best option available right now. Hopefully there can be linked pies, like just a toggle button which says āautomatically update changesā
