You can set your target allocation to be less than the current allocation. However, Auto Invest will NOT sell Notes to re-balance your portfolio; it only places orders for listings according to your investment criteria.
Example. Let’s say your current allocation is 10% AAs, 5% A, 10% B and 75% Cash; and you set a target of 0%AA, 0%A, 0%B, 50%C, 50%D and 0% Cash. In this case, Auto Invest will:
- NOT sell the AAs, As and B notes in your current portfolio.
- Place orders for C and D notes only, but will be unable to reach your target allocation while you continue to hold AA, A and B notes.