This feature applies to Fund Portfolio, which is essentially a FOF (fund of funds). Portfolio team changes a portfolio's positions in response to market changes.

The changes only concern the portfolio itself and no extra cash is required. Cash gained from the redeemed funds during the adjustment will automatically be used to buy new funds.

2. How to adjust positions?

There’re two ways to adjust a portfolio’s positions:

1) Automatic adjustment

After activating Automatic Adjustment, each time our team makes a change, the designated portfolio’s composition will be changed accordingly.

Before the system makes a change to your portfolio, it will send you an email detailing the adjustment plan. If you don’t disable Automatic Adjustment within 24 hours, the system will make the adjustment.

Operation path: Wealth > HKD/USD Account > Portfolios > Automatic Adjustment.

You can enable or disable Automatic Adjustment at any time.

2) Manual adjustment

When our team makes an adjustment, you will receive a notification on the Position Details page of the portfolio. You can tap the notification to access the manual adjustment page.

You just need to tap the Adjustment button to confirm it. The system will automatically redeem and buy funds according to the adjustment plan.

Note: You need to update the app to the latest version to adjust positions.

3. How to view the adjustment progress?

You can view your adjustment orders via Wealth > HKD/USD Account > Transactions

In the Details page of an adjustment order, you can view the detailed information of all subscription and redemption orders, including the amount / number of units, estimated time of completion, and current status.

4. Why is my position size reduced / Why is there frozen cash in my securities account during an adjustment?

An adjustment doesn’t reduce your position size. If cash gained from redeemed funds hasn’t been used to buy other funds, your position size will be reduced temporarily, and the cash will be frozen in your securities account. After new funds are purchased, your position size will return to the previous level and the frozen cash be unfrozen.

E.g.:

Suppose several funds have been redeemed, and now part of the cash has been received; this part of the cash is temporarily frozen in your securities account, so your position size is reduced. When all cash has been received and used to buy new funds, your position size will return to the previous level and the frozen cash be unfrozen.

5. Do I need to pay for Portfolio Adjustment?

No fees will be charged.

Helpful？

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Overview

1. What is Fund Portfolio Adjustment?
2. How to adjust positions?
3. How to view the adjustment progress?
4. Why is my position size reduced / Why is there frozen cash in my securities account during an adjustment?
5. Do I need to pay for Portfolio Adjustment?

Discussing

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, ...

Fund Portfolio Adjustment

1. What is Fund Portfolio Adjustment?