Hi A question about rebalancing… One of my pies is suggesting i rebalance… [image] I noticed that it was wanting to sell 6 companies at £1 each and buy just one company at £1.08… which to me is a loss? T212 has said: [image] which does suggest to me by rebalancing i lose £5.92 - which just …

Are you sure it’s not a minimum sale value because the rebalance is so small, the difference would then remain in cash?

It seems like that pie has about 15 stocks and about 15-20 GBP total value, is that right? Doing a manual rebalance on such a pie when there’s 1 GBP min. order value does not make much sense. As Dougal1984 mentioned, you will end up with the excess money from the sold shares sitting in the cash pi…

Hi. Unfortunately, I have absolutely no idea what this is. As per image, the 212 advisor has said “7 USD worth of shares will be sold…”… So i was seeking views of the accuracy of that response.

Why not just rebalance when you put more in? When you buy stocks in a pie, the minimum pie investment if you have 100 stocks and one stock requires a minimum investment of £1 is £100. The same you could argue in reverse, to best rebalance a pie with no new funds for a new holding added, is you nee…

Thanks Dougal - I will do that, rebalance when i put more in.

Understanding Rebalancing

🥧 Pies & AutoInvest

Dougal1984 December 13, 2024, 12:41am 7

Ideally you want to rebalance your portfolio as little as possible. That way you avoid market fees and bid/ask spread and any other fees like FX charges.

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Understanding Rebalancing

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