M1 Finance Rebalancing Explained

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Today we are talking about the M1 Finance rebalancing and how it works. M1 Finance using what is called dynamic rebalancing where it will automatically balance your portfolio with each deposit you make. Less work on your end and more free time. The rebalance button typically will be needed on very few occasions, which we’ll talk about in today’s video. Keep in mind as well that rebalancing your portfolio can cause a taxable event. Make sure to talk to a tax accountant.

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DISCLAIMER: Denis Trufin, including but not limited to any guests appearing in his videos, are not YOUR financial/investment advisors, brokers, or dealers. They are solely sharing their personal experiences and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Denis Trufin’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For financial or investment advice please seek the counsel of a financial/investment advisor(s), and conduct your own due diligence.

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