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 the new allocation. If you skip, your holdings remain unchanged but may no longer track the portfolio’s official performance chart.
Rebalancing is part of the advisory service and included within the AUM fee. No additional charges apply.
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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.
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 ...
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 ...