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Topics: Impact Account
When will my Impact Portfolio be rebalanced?
The value of your underlying investments may change over time, which may cause the weight of the asset class to drift away from its target weight. Portfolio drift is the total absolute drift of all asset classes divided by two.
When your portfolio drifts more than your drift threshold (default 5%), it will be automatically rebalanced back to your target allocation. You can always edit your drift settings as any time.