Apologies in advance for any incorrect terminology.
I’m 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?
I’ve noticed I can control the new fund distribution (by target, self-balancing, custom) but I’m not sure what happens to what’s already there. I guess what I’m trying to avoid is that stocks/ETFs that have made gains get trimmed down to the cost of rebalancing buying underperforming ones when I’m adding more funds or dividends are being reinvested.
Any thoughts highly appreciated.