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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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