Question 1

What is portfolio rebalancing?

Accepted Answer

Portfolio rebalancing is the process of realigning the weightings of assets in your portfolio. Over time, some assets grow faster than others, causing your portfolio to drift from its target allocation. Rebalancing restores the original balance.

Question 2

How does threshold-based rebalancing work?

Accepted Answer

With threshold-based rebalancing, you only rebalance assets that have drifted beyond a specified percentage (e.g., 5%) from their target. This reduces unnecessary trading and transaction costs.

Question 3

How often should I rebalance?

Accepted Answer

Common approaches include calendar rebalancing (monthly, quarterly, or annually) or threshold rebalancing (when any asset drifts beyond a set percentage). Studies suggest quarterly or threshold-based rebalancing performs well for most portfolios.

Question 4

What do the colors mean?

Accepted Answer

Red indicates overweight assets (above target), green indicates underweight assets (below target), and neutral/default color means the asset is within the acceptable threshold of its target allocation.

자산	편차	액션
BTC	+10.00%	매도 $1,000.00
ETH	+0.00%	유지
SOL	-5.00%	유지
USDT	-5.00%	유지

자산	현재 가치	목표 가치	차이
BTC	$5,000.00	$4,000.00	$-1,000.00
ETH	$3,000.00	$3,000.00	+$0.00
SOL	$1,500.00	$2,000.00	+$500.00
USDT	$500.00	$1,000.00	+$500.00

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