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Rebalancing
Learn how portfolio rebalancing works at ComiBlock
To normalize for large price movements and maintain fairly balanced portfolio weightings over time (i.e., without too much exposure to any given crypto-assets), clients' portfolios are sometimes rebalanced to roughly equal weights when their assets deviate in price such that their weights in the portfolio fall outside a ~4-6% weighting band, the Investment team believes such a rebalancing is warranted from a long-term risk/reward perspective.
ComiBlock typically only executes rebalance events when a portfolio update is made (i.e., when a crypto asset enters/exits the origin portfolio), to reduce the number and magnitude of taxable events for clients. However, rebalancing may not always occur when a portfolio update is made.
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