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How often are portfolios reviewed and rebalanced?

How often are portfolios reviewed and rebalanced?

October 5, 2026

Portfolios are reviewed regularly, typically monthly. For ARKI Growth specifically, the constituent funds are reviewed each month. Rebalancing may occur when a portfolio drifts outside set thresholds, or during these periodic reviews. All changes are made automatically, and you'll be notified whenever they happen.

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