Maintaining the right mix of stocks, bonds, and other securities in your investment portfolios is important as markets move up and down and some components of your portfolio outperform others. Farther monitors your portfolio for drift from the target allocation and proactively rebalances your investments to get back to your goal state in each account when things get out of sync.
Typically, we would rebalance when we saw a 20% or higher deviation from your actual portfolio weighting compared to your target allocation. For example, if your portfolio included target weighting for a given ETF at 10%, we would rebalance your portfolio as a whole if we saw the actual weighting exceed 12% or drop below 8%.