Rebalance Queries
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On the rebalance day the basket identified some of the stocks which are already there in my holdings.
What is the recommended way to address this ? Will appreciate guidance on this. -
You can chose not to buy those stocks while executing baskets.
However, I would suggest to treat Momentify as a separate portfolio. -
Thank You Sir !!
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@Prashant Shah
Sir, If I choose not to buy some of the stocks appearing in basket, which I am already holding either with Definedge or with different broker, Than in that case how will the positions against that particular strategy would be tracked by the Momentify platform ?
My suggestion is that the way in postions tab, stocks could be sold outside of the basket, similarly a button could be there to add outside of the basket so that I can synch the basket with the holdings which are already bought in the past . These holdings could be from DE or from some other broker.
I short a facility to edit the positions against a momentify investing strategy.
Kindly guide.
