Rebalancing’ basket with new stocks, while removing old stocks?

Rebalancing’ basket with new stocks, while removing old stocks?

  1. The basket is regularly reviewed and cross checked with the model criteria of the broker or advisor who created the Grobox basket. The stocks that no longer fit the criteria may be removed and new stocks that do fit the criteria added.
  1. It is upto the investor whether he/she wants to accept a rebalance of the Grobox basket. In case the investor prefers to retain the existing constituents of the basket, then no action on the rebalancing recommendation from the advisor needs to be taken.

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