Rebalancing is the process of adjusting the weighting of each constituent ETF in a portfolio on a best-effort basis, with the purpose of improving the portfolio's future performance or reducing the risk of loss while maintaining the risk level and original asset allocation.
Robo-Advisor ETF Portfolios are constructed based on modern investment modeling theories. The strategy team generates rebalancing advice using quantitative modeling algorithms and then sends it to you after review.
Rebalancing only results in changes within a portfolio. Usually, after selling part of the portfolio, the cash gained is used to buy new or existing ETFs in the portfolio, which does not require additional funds.

2. How to Rebalance My Portfolio

There are two ways to rebalance your portfolio.

2.1 Auto-Rebalancing

If you have enabled Auto-Rebalancing, the system will automatically send a notification and adjust the portfolio for you every time there is new rebalancing advice.

1) Rebalancing notifications

Before rebalancing the portfolio for you, the system will send you an email and a push notification at least two hours before regular trading hours (RTH). The notification will include when the transaction is expected to be executed.
If you do not want to follow the rebalancing advice, you can disable Auto-Rebalancing anytime before RTH and cancel the rebalancing order.

2) View rebalancing details

You can go to Accounts > Universal Account > the corresponding portfolio's Position Details page > Orders to enter the rebalancing order's Details page and view the transaction details.

3) Cancel an Auto-Rebalancing order

To cancel an order, tap the Cancel button in the upper right corner of the order's Details page before the RTH on the day the rebalancing is expected.
If the order is canceled or fails to be executed, it will not be submitted again on the day and will be auto-submitted on the next trading day. You can disable Auto-Rebalancing to stop this and all future automatic rebalancing transactions.

2.2 Manual rebalancing

1) How to rebalance my portfolio manually

If you have not enabled Auto-Rebalancing, you can go to Accounts > Universal Account > Assets > Securities > the portfolio's Position Details page to view the latest rebalancing advice (if any) and tap the advice to place a rebalancing order yourself.

2) View rebalancing details

You can view the weighting of each constituent ETF in the portfolio before and after the rebalancing in the Rebalancing Plan on the rebalancing order page. You can also tap Order Details to view the estimated transaction details. To submit the order, tap Rebalance.
Note: You need to update the app to the latest version before rebalancing your portfolio. The Rebalancing Plan and Order Details are for reference only. Please refer to the order's Details page for the actual transaction results.

3) Rebalancing notifications

After successfully submitting a rebalancing order, you will receive an email and a push notification telling you when the rebalancing is expected to take place. If the order fails to be executed, you will receive an email and a push notification asking you to resubmit the order in the app.

3. Enable and Disable Auto-Rebalancing

3.1 Why do we recommend enabling Auto-Rebalancing?

It is recommended that you keep Auto-Rebalancing on after you purchase an ETF portfolio so that it will be rebalanced automatically without delay every time there is a new rebalancing signal.
When Auto-Rebalancing is turned off, you have to pay extra attention to rebalancing notifications and submit each rebalancing order manually.
Delaying rebalancing may cause the portfolio to deviate from the best asset allocation, leading to a higher risk of portfolio losses and a mismatch with your risk tolerance.

3.2 How to enable/disable Auto-Rebalancing

You can enable Auto-Rebalancing in the following three ways.

Buy order page: Turn on the toggle switch for Auto-Rebalancing and tick "I have read and agree to forms and documents" above the Buy button.
Rebalancing order page: Turn on the toggle switch for "Auto rebalancing for future strategy updates" and tick "I have read and agree to forms and documents" above the Rebalance button.
Go to Accounts > Universal Account > More > Auto-Rebalancing settings and tick the universal account(s) for which you want to turn on Auto-Rebalancing in the Robo-Advisor ETF Portfolio section.

3.3 What portfolios does an Auto-Rebalancing toggle switch control?

Each Auto-Rebalancing toggle switch controls one universal account. If you hold multiple universal accounts, their Auto-Rebalancing toggle switch works independently.
There is only one switch for all ETF portfolios under the same universal account. No matter which way you choose to enable/disable Auto-Rebalancing, it applies to all ETF portfolios under the account.

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Overview

1. What is Rebalancing?
2. How to Rebalance My Portfolio
2.1 Auto-Rebalancing
1) Rebalancing notifications
2) View rebalancing details
3) Cancel an Auto-Rebalancing order
2.2 Manual rebalancing
1) How to rebalance my portfolio manually
2) View rebalancing details
3) Rebalancing notifications
3. Enable and Disable Auto-Rebalancing
3.1 Why do we recommend enabling Auto-Rebalancing?
3.2 How to enable/disable Auto-Rebalancing
3.3 What portfolios does an Auto-Rebalancing toggle switch control?

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關稅風暴暫離高壓區！市場能否迎來反彈？

當地時間4月22日，美國總統特朗普公開承認美國目前對中國出口商品的關稅過高，預計稅率將大幅降低；美國財政部長貝森特也表示中美雙方關稅戰將很快降溫。4月25日，特朗普表示將爲不同國家設定「公平的」關稅稅率。特朗普此次對華關稅態度的轉變，能否平息市場恐慌情緒？關稅拉鋸戰最終結局如何？ Show More

特朗普對華態度緩和！近期你會如何操作？

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Apr 14 07:43

"Leaving the Group - Raising Taxes - Tweeting: The 'Money Making Strategy' of the Most Wild Gemini in Contemporary Times"

It's said that Trump is a walking drama machine, raising tariffs today and praising China tomorrow, making stock investors feel like they are on a roller coaster every day. But if you have seen hisThe Art of Trade, and then take another look at hisGemini horoscope—Wow! This guy's approach is simply the business version of "Empresses in the Palace", with every step marked by the four big characters "I want to make money".
The main core strategy in the book "The Art of Trade" is the combination of business thinking and the art of gaming.
Its core logic can be summarized into the following five dimensions:
1. The underlying logic of "creating momentum" and "the combination of reality and illusion".
The book emphasizes "always let the other party make the first offer" and "exaggerate demand to gain leverage."

This strategy is often seen in tariff policies and trade negotiations.
[Example]
By imposing tariffs on various countries to create pressure, opponents are forced to the negotiation table, and then an agreement is reached through phased concessions.
II. Practical Application of the "Big Negotiation" Strategy

First, he scared everyone quite a bit, and then he gave a little reward.Imagine you are bargaining in a vegetable market, and Trump's approach is to first raise a loudspeaker and shout: "This pile of cabbage must be sold to me for 100 yuan today!" When the vendor is stunned, he suddenly rubs his hands and says: "But seeing that you are not having an easy time, let's settle for 80 yuan~"

[Example]
1. In 2018, tariffs were imposed on CN commodities, turning the global stock market into a green wilderness. Just when everyone was about to collapse, he suddenly signed a first-phase agreement and triumphantly tweeted: "No one understands deals better than I do!"

2. On April 2, 2025, ...

Rebalancing and the Auto-Rebalancing Service

1. What is Rebalancing?

2. How to Rebalance My Portfolio

2.1 Auto-Rebalancing

1) Rebalancing notifications

2) View rebalancing details

3) Cancel an Auto-Rebalancing order

2.2 Manual rebalancing

1) How to rebalance my portfolio manually

2) View rebalancing details

3) Rebalancing notifications

3. Enable and Disable Auto-Rebalancing

3.1 Why do we recommend enabling Auto-Rebalancing?

3.2 How to enable/disable Auto-Rebalancing

3.3 What portfolios does an Auto-Rebalancing toggle switch control?

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