Please note that the following answer only applies to clients of our german Wealth offering.
Your portfolio is constantly monitored and if the weighting of the asset classes and ETFs no longer matches the target weighting of your chosen investment strategy, your portfolio is automatically adjusted. For example, if you choose an investment strategy with a 60% equity allocation, 60% of your investment amount will be invested in equities. If share prices rise sharply due to market movements, shares are sold and bonds are bought so that the target weighting of shares of 60% is restored.
Depending on the investment strategy, risk is managed differently and accordingly your portfolio is adjusted differently depending on the investment strategy.
Your portfolio is constantly monitored and if the weighting of the asset classes and ETFs no longer matches the target weighting of your chosen investment strategy, your portfolio is automatically adjusted. For example, if you choose an investment strategy with a 60% equity allocation, 60% of your investment amount will be invested in equities. If share prices rise sharply due to market movements, shares are sold and bonds are bought so that the target weighting of shares of 60% is restored.
Depending on the investment strategy, risk is managed differently and accordingly your portfolio is adjusted differently depending on the investment strategy.