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Rebalancing System Settings: Min/Max Rebalance Settings

Introduction

The Min/Max Rebalance settings allow you to customize how Tamarac Trading applies some trade rules when performing a Min/Max Rebalance.

Available Settings

The following settings are available under the Min/Max Rebalance Settings heading on the Rebalancing System Settings page.

Select one of the following to impact a Min/Max Rebalance in the following way:

Setting Option	More Information
Selected	Tamarac Trading will sell unassigned securities, even if all model securities are within their targets.
Cleared	Tamarac Trading won't automatically sell unassigned securities, but might in some cases—for example, to raise cash.

Select one of the following to impact a Min/Max Rebalance in the following way:

Setting Option	More Information
Selected	Tamarac Trading will use excess cash, above any cash reserve requirements, to purchase additional underweight securities, even if those securities are within their model targets. The order of buys is based on your default buy order.
Cleared	Tamarac Trading won't use excess cash to purchase additional securities once the securities in the model are within their model targets.

Select one of the following to impact a Min/Max Rebalance in the following way:

Setting Option	More Information
Selected	Tamarac Trading will use excess cash—cash above any cash reserve requirements—as well as cash you've added to your models, to purchase securities during the rebalance before selling any currently held securities to generate cash for a buy.
Cleared	Tamarac Trading will use excess cash and sell overweight securities to raise cash to purchase underweight securities during the rebalance while leaving model cash alone.