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Rebalance Queries

Scheduled Pinned Locked Moved Momentum
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  • S Offline
    S Offline
    Shashank Jain

    Pro User

    wrote on last edited by
    #1

    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.

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  • Prashant Shah Offline
    prashant.shah26@gmail.comP Offline
    Prashant Shah
    wrote on last edited by
    #2

    You can chose not to buy those stocks while executing baskets.
    However, I would suggest to treat Momentify as a separate portfolio.

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