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Why does it say my portfolio is fully optimised?

Learn about your portfolio being optimised.

Updated over a year ago

When Arkmon displays "fully optimised" for your portfolio, it means that your current holdings align closely with the desired allocation set by your chosen index configuration. In simpler terms, your investments are distributed in a way that matches your target index configuration. Any trades or adjustments would not significantly improve your position based on the current model. Therefore, there's no immediate action needed on your end. This is a sign that your investments are on track with the strategy you've set, optimising potential returns and risk management.

arkmon portfolio is fully optimised

Even if there is some difference between your current portfolio allocation and the theoretical ideal, it can be that the cost of trading would exceed the benefit you gain from changing your position. So it is best to not trade in this moment and instead wait for the markets to further develop. Maybe a greater opportunity arises later.


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