How often is the All Weather Investing smallcase rebalanced?
Rahul Satish avatar
Written by Rahul Satish
Updated over a week ago

The All Weather Investing smallcase is rebalanced on a quarterly basis. This prohibits active churn, which reduces the cost of investing. 

Every quarter, the algorithm to decide the optimal allocation is run - how much money should go into equities, gold and fixed income. The revised allocation is sent to you as a rebalance update that can be applied in 2 clicks.

There won't be any unscheduled rebalance updates sent to you when markets crash, because AWI is designed to shield your investments even during such events. When the markets go up, equity allocation builds wealth & when they crash, gold provides a cushion. 

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