During US trading on Friday I wanted to take out IVR out of my dividend pie ( as they have reduced their div by 96%) and replaced the stock with JNJ. The pie stock exchange happened but JNJ sat as 0% despite me changing the default allocation from 1% upto 5% (equal to each of my other 19 stocks). I…

The best way to swap a stock out for another is not to use rebalance. Just withdraw the value of the stock you want to take out, using Custom withdrawal %s setting 100% for the stock you want to take out. Then add the new stock and do a Custom invest with 100% going into the new stock. .

Thanks I’ll take note for future reference. So why have I not purchased JNJ if its showing in my pie but not in my list of stocks in my investment tab? Is it I’m waiting till the rebalance finishes on Monday morning and then will purchase Monday afternoon after 2.30pm? Should I just cancel the re…

Rebalancing of pie

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Dao Split this topic February 5, 2021, 2:29am 4

2 posts were split to a new topic: Adjusting overweight slice without selling

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Rebalancing of pie

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