What is rebalancing and how often do you do it?

Rebalancing is making buy and sell transactions to bring your portfolio back in line with your target portfolio. At Ellevest, we rebalance only when your portfolio has drifted meaningfully from your target portfolio, due to market fluctuations, or to invest cashflows such as your monthly deposits and/or dividend distributions. We may also rebalance your portfolio as our recommended asset allocations change over time.

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