With the Active Rebalancing strategy, we will periodically monitor the holdings in your portfolio to check how much they’ve drifted from their target allocations. When there are big differences, we’ll attempt to rebalance your portfolio. Because we rebalance based on drift and not on a set time-frequency, we can’t predict when we’re likely to rebalance.
We will also be rebalancing wine that reaches the maturity of its selling window, and buying wine that fits within your desired time horizon.