Journey 1 · Rebalance

Jordan Mitchell

Jordan Mitchell — UMA USD

1 Set up
2 Review
3 Transactions

Set up the rebalance

Generate a rebalancer order. Defaults follow the IPS.

Scope Across sleeves — move weight between sleeves Within a sleeve — hold sleeve weight, rebalance its holdings Across + within — realign sleeves and their holdings in one order

Method

Constraints Buy-only (do not sell existing holdings) Cash buffer %

The engine moves each out-of-band node toward its target.