Rebalance Period

The rebalance period must be defined in the momentum investing method. There are three types of rebalance periods: Weekly, Monthly, and Quarterly.

• Weekly: The portfolio will be rebalanced on the specific day of the week you have selected.
• Monthly: The portfolio will be rebalanced on the specific date of the month you have selected.
• Quarterly: The portfolio will be rebalanced on the specific date of the quarter you have selected.

Please note that the first investment basket will be created based on the previous session’s closing prices when you are notified about the basket on the rebalance date or day.

If you prefer to rebalance your portfolio using real-time prices at the time of execution, you can click on the “Get Real-Time Basket” option to generate an updated stock selection.