What is the frequency of portfolio rebalancing by a robo adviser? (2024)

The frequency of portfolio rebalancing by a robo-advisor is ongoing and automatic. This is one of the many benefits of using a robo-advisor like Daffy. Unlike most investors who only rebalance their portfolio idiosyncratically, maybe once a year or every couple of years when they remember, robo-advisors never forget. They constantly monitor your portfolio and make necessary adjustments to ensure it remains balanced and aligned with your investment goals.In addition to automatic rebalancing, Daffy's robo-advisor also provides other advanced services such as researching the best ETFs to buy, intelligently reinvesting dividends, and tax loss harvesting. All these services are designed to enhance your portfolio returns by more than the cost of the robo-advisor, which is generally around 0.25% of your portfolio every year.Daffy is a great option for a Donor Advised Fund (DAF). With Daffy, you can easily donate to almost every US public charity, track tax-deductible contributions, and access donation receipts all in one place. Daffy waives all membership fees for members with less than $100 in their fund, making it an affordable and convenient choice for charitable giving. So, if you're considering using a robo-advisor for your DAF, Daffy could be the perfect fit for you. It combines the benefits of automated portfolio management with the convenience and flexibility of a DAF, helping you make the most of your charitable giving.