Your plan

Allocation & rebalancing

Choose your target weights, then decide how the plan should maintain them.

Set target weights

Equal allocation

Each of your four stocks receives a 25% target.

25%25%25%25%

Preferred stock

Your selected stock receives 40%. The other three receive 20% each.

40%20%20%20%

Rebalancing on

The planned behavior permits purchases and sales to restore target weights as prices change. The trigger, trading limits and execution rules still need to be defined before launch.

Rebalancing off

The plan continues with new purchases without selling existing positions to restore weights. Holdings can drift away from their targets as prices move.

These are separate choices

You can prefer a stock with rebalancing either on or off. A preferred stock changes the target percentages; rebalancing determines whether existing positions may be sold to restore them.