There is no fixed schedule for rebalancing; your portfolio will be rebalanced whenever significant changes occur that cause it to drift from its target allocations. Rather than making adjustments after an arbitrary interval of time, we only rebalance as needed—based on our continuous monitoring of market conditions—to ensure your portfolio stays optimized for growth and stability.
Rebalancing also occurs when wines in your portfolio reach their peak selling windows. At that time, we reinvest the proceeds into new assets that align with your investment goals and time horizon. This dynamic, data-driven approach ensures your portfolio evolves with the market while staying on track for long-term success.