Having read all the “Pies & AutoInvest” material in the Help Centre, I still can’t find the answer to my question, and couldn’t find a similar topic in the Forum either… I would like to know if there is a possibility to use the AutoInvest feature to distribute funds according to a custom distributi…

[image] GMNN: For example, if I have 4 holdings in my pie, can I choose to split my regular AutoInvest contribution to 25% to each holding, regardless of the current weight each one represents in my pie? Why not just change all your target weights to 25% each? Then the autoinvests will be don…

1st of all, no it won’t… If I have 4 holdings in a pie currently worth thousands of £, with current weights 10/10/30/50, and I manually change the target weights to 25% for each one before proceeding with AutoInvest, and add say £100, then it will put most (all?) of that new money into the 2 holding…

[image] GMNN: I manually change the target weights to 25% for each one before proceeding with AutoInvest, and add say £100, then it will put most (all?) of that new money into the 2 holdings currently at 10% weighting. If you manually set the weights to 25% and make a £100 autoinvestment it w…

[image] GMNN: I would like to know if there is a possibility to use the AutoInvest feature to distribute funds according to a custom distribution, and NOT by “target” weights as seems to be the default option for AutoInvest. For example, if I have 4 holdings in my pie, can I choose to split my …

I don’t think so… As I understand it, if I set the target weights to 25% each, then in my example it will deposit the AutoInvest money in the 2 holdings currently sitting at 10% weight, and none in the one currently at 50%, which is not what I want.

Exactly! Using the default “target weights” feature of AutoInvest, then any stock that does well and grows beyond it’s initial target weight would never get any new funding… That’s a surefire way to cap the gains of your winners and prop up losers…

Hi @GMNN :wave: I assume that what you refer to as the Target weights of the slices are in fact the actual weights. The actual weights can change constantly according to the fluctuations of the instruments in the Pie. For further reference: [image] Why are some of my Pie slices bigger than…

OK thanks for the clarification. It does seem like I had misunderstood the AutoInvest funding, as I thought that it would automatically do some rebalancing to bring your actual weights closer to your target weights. Thanks for the help!

Custom Fund Distribution using AutoInvest

🥧 Pies & AutoInvest

Richard.W March 24, 2021, 8:07pm 8

I think you understand wrongly. Autoinvest distributes new money according to the target percentages. You are thinking that it distributes in such a way as to rebalance. It does not. Try to find the original post about autoinvest and read there. Here, is something I found to help you.

Topic		Replies	Views
Pie weight question 🥧 Pies & AutoInvest	5	2726	October 30, 2020
Investing at Actual Weights 🥧 Pies & AutoInvest	4	750	August 27, 2020
Pie Percent Revert to Default 🥧 Pies & AutoInvest	2	857	July 17, 2020
Autoinvest with Self-Balancing Distribution? 🤝 Help	22	2756	October 19, 2024
New pie rebalancing question please 🥧 Pies & AutoInvest	11	2537	March 25, 2024

Custom Fund Distribution using AutoInvest

Related topics