Hi there,
I am working on my IPS and intend to get things set up well, and to largely ignore them so I don't make reactionary decisions, and rebalance only according to the schedule I set out in IPS (annually).
That said, I also was looking at banded rebalancing e.g. 25/5. Wondering if there's a tool to alert me automatically when my allocations have shifted out of my target bands or when there is a market change of e.g. 25%+?
Tool to alert me to allocation changes for banded rebalancing?
- FelixTheCat
- Posts: 1999
- Joined: Sat Sep 24, 2011 12:39 am
Re: Tool to alert me to allocation changes for banded rebalancing?
M1 Finance is the only place I know that monitors your allocations. It will invest new contributions and dividends in the ETFs you choose to keep your portfolio balanced.
Felix is a wonderful, wonderful cat.