My portfolio differs a lot from today's stock distribution. Should I sell my stocks?
No. The list for today's stock distribution is updated daily, so that when you want to invest more money it will be adjusted for the most optimal distribution at the time. When you invest smaller amounts, the entire list of stocks will not appear for purchase at a single time. Therefore, current stocks are varied based on the time of purchase, and the calculations will give you the right portfolio distribution in the long run. Sometimes there will be money left over, and that capital can easily be added on for the next time you invest. If you save the purchases of stocks you make with us, the calculations are adjusted to your existing holdings, and you get a better distribution faster.
Even though the list of stocks in constantly changing does not mean that you need to sell stocks often. Even if your portfolio is about the same the daily stock list for your strategy, it will still yield about the same return. However, from time to time it may be appropriate to replace some of the holdings. Once a year you will receive a notice that it is time to adjust your portfolio and a description of how you can do it. Redistributing annually may sound rare, but changing holdings too often will cost more in commission fees than the chances of possibly benefiting from a higher return.