How do I cancel the rebalancing of my Managed Portfolio?
When a rebalance becomes available, you will first receive an email notifying you. You’ll also see a banner on the Managed Portfolio card within the app.
If you select the View option, you’ll be shown a detailed summary of the changes. This will include which securities will be sold, which will be bought, and the new target weights. If you agree with the changes, you can proceed by selecting Place Order, which will execute the transactions.
If you prefer not to rebalance, you can select the Skip option. Skipping means your holdings remain unchanged, which can also cause your portfolio performance to drift away from its default performance. However, any new investments you make into that portfolio will automatically follow the updated allocation. This approach ensures that portfolios stay consistent for future investors while giving you flexibility over your existing holdings.
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How does Managed Portfolio rebalancing work?
Rebalancing ensures your portfolio continues to reflect its intended strategy. When a rebalance is due, you’ll be notified by email and in-app. You can review the proposed transactions before approving them. If you confirm, your portfolio adjusts to ...
How does a Managed Portfolio work?
When you invest in a Managed Portfolio, the securities are purchased directly into your brokerage account in the same proportion as the portfolio’s allocation. Over time, these allocations may drift as prices change. Our research team monitors this ...
Will I be charged for the rebalancing of Managed Portfolios?
No, rebalancing is free and covered under the AUM-based advisory fee for your Managed Portfolio.
Which Managed Portfolio is right for me?
Your choice depends on your risk profile and goals. If you want a long-term, risk-adjusted strategy, Core Managed Portfolios (Conservative, Moderate, Aggressive) may be suitable. If you prefer to invest in growth trends, Thematic Managed Portfolios ...
Where can I track the performance of my Managed Portfolio?
You can track performance directly in the Vested app or website. The dashboard displays both the model portfolio’s performance and your actual returns. You’ll also be notified of rebalancing events and updates, which are part of the advisory service ...