It depends on deviation of assets held on an OYS account. Our specialists may rebalance an OYS portfolio quarterly if the assets balance changes by 10% from initial allocation. Rebalance will be done by increasing or decreasing volume for leverage to be 1:5 based on current account’s equity.
Rebalancing is done on a discretionary basis meaning that the Portfolio managers may base their decision about rebalancing on market conditions. For example, a share of assets in a portfolio may be increased under favorable market conditions despite the deviation of held assets of more than 10%.