Get the free AUTOMATIC REBALANCING - - - - 4 - SMI Funds

AUTOMATIC REBALANCING Its easy to set up automatic rebalancing. Simply fill out this form, completing all sections, sign in ink and return to: Fax SMI Funds (317) 9373014 STEP 1 Regular Mail SMI Funds

How to fill out automatic rebalancing

How to fill out automatic rebalancing:

1. Identify your investment goals and risk tolerance: Before filling out automatic rebalancing, it is important to have a clear understanding of your investment goals and the level of risk you are comfortable with. This will help determine the appropriate asset allocation for your portfolio.
2. Determine your target asset allocation: Based on your investment goals and risk tolerance, decide on the ideal mix of investments for your portfolio. This may include a combination of stocks, bonds, and other asset classes.
3. Set your rebalancing parameters: Determine the tolerance bands or thresholds for each asset class in your portfolio. These parameters will determine when you need to rebalance your portfolio to maintain your desired asset allocation. For example, you may decide to rebalance if an asset class deviates more than 5% from its target allocation.
4. Choose a rebalancing strategy: There are different methods for rebalancing your portfolio automatically. Some common strategies include time-based rebalancing (e.g., rebalancing every quarter or annually), threshold-based rebalancing (e.g., rebalancing when an asset class deviates beyond the specified threshold), and cash flow rebalancing (e.g., rebalancing when new contributions or withdrawals are made).
5. Select an automatic rebalancing tool or service: There are various online platforms, robo-advisors, and investment management services that offer automatic rebalancing features. Research and choose a reliable and suitable tool or service that aligns with your investment needs and preferences.

Who needs automatic rebalancing?

1. Individual investors: Automatic rebalancing can be beneficial for individual investors who want to maintain a disciplined investment approach without constantly monitoring their portfolio. It helps ensure that their asset allocation remains aligned with their desired goals and risk tolerance.
2. Retirement savers: Those saving for retirement can benefit from automatic rebalancing to keep their retirement accounts on track. It helps guard against overexposure to certain asset classes and reduces the risk of not meeting long-term retirement goals.
3. Busy professionals: Individuals with demanding careers or limited time to dedicate to portfolio management can leverage automatic rebalancing to simplify their investment strategy. It allows them to delegate the task of maintaining their portfolio's target asset allocation to an automated process.

For pdfFiller’s FAQs

What is automatic rebalancing?

Automatic rebalancing is a process that periodically adjusts the allocation of assets in a portfolio to maintain the desired level of risk and return.

Who is required to file automatic rebalancing?

Investors or financial institutions managing portfolios are required to file automatic rebalancing.

How to fill out automatic rebalancing?

Automatic rebalancing can be filled out by using software or platforms that automate the process based on predetermined criteria.

What is the purpose of automatic rebalancing?

The purpose of automatic rebalancing is to ensure that the asset allocation remains in line with the investor's risk tolerance and investment objectives.

What information must be reported on automatic rebalancing?

Information such as current asset allocation, target asset allocation, and any changes made to the portfolio must be reported on automatic rebalancing.

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