Traditional Investing & Portfolio Theory

What is the difference between calendar rebalancing and threshold rebalancing?

Calendar rebalancing resets a portfolio to its target weights on a fixed schedule, while threshold rebalancing acts only when an allocation drifts past a set band. Calendar is time-driven; threshold is deviation-driven. For example, a calendar approach might rebalance every month regardless of movement, whereas a threshold approach adjusts only once an asset strays more than five percentage points from target. Qatobit applies a documented monthly rebalancing discipline to its QSI crypto indices, a calendar-based cadence that keeps allocation drift bounded. You can read the published methodology to see how the cadence is defined.

Crypto investments are subject to market risk and volatility. Past performance is not indicative of future returns. This is general information, not investment advice — consider your own circumstances or consult a qualified adviser before investing.