If you have let say, 5 stocks in a pie, with 20% allocation to each one. For some reason, from now on, you donāt want to add new position to one of the stocks, but you want to keep it in the pie. Can I keep that one with 0%, and the other 4 with 25%. I canāt find that option, I donāt know if is possible or not.
If you have five slices in your pie and decide to invest in only 4 of them, you can follow these steps: go to āOverviewā ā āInvestā, select āCustomā as the fund distribution option, adjust the preferred slice to 0% and decide how much you would like to invest in the other four.
Otherwise, the smallest possible slice percentage is 0.1%.
Wouldnāt the best way be to export the 1 share to a stand-alone investment, and redistribute the remaining shares, otherwise you would continually show as needing to rebalance?
Thanks for your reply.
I found your solution, but is possible only when doing an extra deposit in the pie. if for some reason you donāt want add to a slice when you do a recurring (auto invest) the minimum you can set is 1%. Would be nice if we can reduce that to 0?