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Freebird Kim's avatar

Thanks for the insight.

I'm very curious about "SVIX/TLT"!

I looked closely and the total this month is significantly lower than last month! Is this due to rebalancing? Or is it a significant drop?

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Jaewon Jung's avatar

Yeah, mainly the rebalancing. The latest tariff drama is unfavorably affecting its performance, too, though.

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AS's avatar

Thanks for this update.

Do you have a post regarding portfolio rebalance?

Would love to hear about your rebalance strategy.

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AS's avatar

Thanks 👍

I will go over all the posts now ☺️

I believe I will find great insights

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AS's avatar

What's the rebalancing frequency?

Let's say need to move X dollar from spell A that contains 3 tickets, what ticker will be used to free the money?

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Jaewon Jung's avatar

The whole portfolio rebalancing is discretionary. I tend to rebalance it a few times per year.

Each spell is internally rebalanced so that it maintains its target weight per position after the deposit or withdrawal from a portfolio rebalancing.

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