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What is Rebalancing?

Rebalancing is the process of adjusting your basket’s asset allocation to maintain your target strategy. Over time, asset values change, which can shift your portfolio away from its intended composition. Rebalancing brings it back in line.

Why Rebalancing Matters

Maintain Strategy Intent

Your basket is designed with specific allocations for a reason. As some assets grow faster than others, rebalancing ensures you stay aligned with your strategy’s goals.

Risk Management

Rebalancing helps manage risk by:
  • Preventing over-concentration in single assets
  • Maintaining diversification across protocols
  • Keeping risk levels consistent with your strategy

Optimize Returns

Regular rebalancing can help capture gains and reinvest in underperforming assets, potentially improving overall returns over time.

How Rebalancing Works

When Rebalancing Triggers

Rebalancing can happen in several scenarios:

Automatic Rebalancing

Some baskets include automatic rebalancing that triggers when:
  • Asset allocations drift beyond set thresholds (e.g., ±5% from target)
  • Market conditions change significantly
  • Protocol yields shift substantially

Manual Rebalancing

You can manually rebalance when:
  • You want to adjust your strategy
  • Market conditions suggest a change
  • You’re reallocating based on new information

Suggested Rebalancing

Lomen’s AI may suggest rebalancing when:
  • Analysis indicates your allocation has drifted significantly
  • Better opportunities emerge in other assets or protocols
  • Risk levels have changed beyond acceptable thresholds

How to Rebalance

Step 1: Review Your Current Allocation

Check your dashboard to see:
  • Current asset distribution
  • Target allocations
  • How far allocations have drifted

Step 2: Understand the Rebalancing Action

Before rebalancing, review:
  • What changes will be made
  • Which assets will be bought/sold
  • Estimated gas costs
  • Expected outcome

Step 3: Execute Rebalancing

One-Click Rebalance

For simple rebalancing, use the one-click option to automatically adjust allocations to target.

Custom Rebalance

For more control, manually adjust allocations to your preferred targets.

Step 4: Confirm Transaction

Review the transaction details:
  • Assets being swapped
  • Amounts involved
  • Gas costs
  • Expected final allocation
Approve the transaction in your wallet.

Rebalancing Best Practices

Frequency Considerations

  • Too frequent: May incur unnecessary gas costs and tax implications
  • Too infrequent: May drift too far from strategy and increase risk
  • Sweet spot: Rebalance when allocations drift meaningfully (typically 5-10% from target)

Cost-Benefit Analysis

Consider:
  • Gas costs: Rebalancing requires transactions, which cost gas
  • Tax implications: Selling assets may trigger taxable events
  • Benefits: Maintaining strategy alignment and risk management
Rebalance when benefits outweigh costs.

Market Conditions

Consider market conditions when rebalancing:
  • Volatile markets: May want to rebalance more frequently
  • Stable markets: Can rebalance less often
  • Trending markets: May want to let winners run before rebalancing

Rebalancing Strategies

Threshold-Based

Rebalance when allocations drift beyond a threshold (e.g., ±5% from target). This is systematic and removes emotion from decisions.

Time-Based

Rebalance on a schedule (e.g., monthly, quarterly). Simple but may not respond to market changes quickly.

Opportunity-Based

Rebalance when better opportunities emerge or when market conditions change significantly. Requires more active management.

Monitoring After Rebalancing

After rebalancing:
  1. Verify allocation: Confirm allocations match your targets
  2. Monitor performance: Track how the rebalanced portfolio performs
  3. Check for issues: Ensure all positions are active and earning as expected
  4. Adjust if needed: Fine-tune based on results

Common Rebalancing Questions

”How often should I rebalance?”

It depends on your strategy and market conditions. Most users find monthly or threshold-based rebalancing works well. Avoid over-trading.

”Will rebalancing trigger taxes?”

Rebalancing involves selling assets, which may trigger taxable events depending on your jurisdiction. Consult a tax professional for advice.

”Can I automate rebalancing?”

Some baskets include automatic rebalancing. Check basket details to see if this feature is included.

”What if I don’t rebalance?”

Your portfolio will drift from its target allocation, which may:
  • Increase concentration risk
  • Shift your risk profile
  • Potentially reduce returns
Regular rebalancing helps maintain your strategy’s intended risk-return profile.

Getting Started

  1. Review your current basket allocations
  2. Check if rebalancing is suggested or needed
  3. Understand what changes will be made
  4. Execute rebalancing with one click
  5. Monitor results and adjust as needed
Remember: Rebalancing is a tool to maintain your strategy, not a way to time the market. Focus on staying aligned with your goals rather than chasing short-term gains.