Model Portfolio Add Position w/o Rebalancing Rest
planned
U
Universal Crab
I think it'd be a nice feature under the edit allocation if every time we add a new allocation or new position, it doesn't necessarily reset the other positions. Essentially, in the current setup, if in my model add a new position, it rebalances all my other positions back down to target even if I don't have a rebalance frequency set up. I'd love a way that allowed these positions to have a "drift". When we add a new position, there's a setting asking "add from cash" or something like that. This would allow relative performance and drift to be better shown and more accurate. Every time I add a new position, it doesn't mean I rebalance the rest down to target.
Conor MacNeil
Merged in a post:
Model Portfolios - Selling a Position without rebalancing the whole portfolio
A
Aegean blue Bee
Not sure if this has been mentioned previously or if I am missing the ability to do this, but it would be nice if we could sell a position in the model portfolio without adjusting the other weights.
Currently, if you "add allocation" you could change the position you are selling to 0%, but the other weights would be the same as the last rebalance, which would rebalance the whole portfolio (I believe).
It would be helpful to have the option to load in the current weights in the add allocation section so that you could sell (or add) a position without rebalancing the rest of the portfolio. You could do this manually, but it is a hassle.
Let me know if something like this can be done already and I'm missing it...
Conor MacNeil
updated the status to
planned