Airo has four core portfolios, namely, Balanced, Opportunistic, Contrarian & Adventurous that are designed to match the risk profile & behavioural preference of individual investors. The portfolio rebalancing usually means taking profits when certain holdings’ weightage has increased beyond the desired level due to price appreciation. As these portfolios are actively managed, there is no fixed frequency in regards to portfolio rebalancing. The rebalancing is also a way to ensure that the characteristics of the respective portfolios are constantly aligned with its original design in accordance to specific risk profile & behavioural preference.
What is Airo’s portfolio rebalancing like? How often is it done? Print
Modified on: Wed, 25 Aug, 2021 at 11:40 AM
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