How do we perform Rebalancing?

At Sarwa, we take care of all your rebalancing needs. We rebalance your portfolios on an ongoing basis by ensuring that a total portfolio drift greater than 12% does not occur across your portfolio of ETFs.

In addition, any new deposits or withdrawals are strategically allocated to the appropriate asset classes to match your investment risk profile. Income derived from dividends in your portfolio are also strategically allocated to ensure it meets your overall investment goals.


Summary of Sarwa’s portfolio rebalancing activities:

1) Threshold based, if 12% variance occurs, we rebalance.

2) From fresh deposits, strategically allocate to underweight asset classes.

3) Dividend reinvestment to underweight asset classes.

4) From withdrawals, strategically withdraw from overweight asset classes.

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