Are you planning to go on a longer trip and may not be able to keep up with the rebalancing schedule? Are you wondering if you need to liquidate your assets to cash until you return? Or just rebalance when you are able to do so despite time lapses? 

While we can't give any personal recommendations, in general, the best course of action depends on your portfolio: 

  • Most of our portfolios use Buoy as their risk-off investment. Buoy invests in T-Bills or TIPS, and these should be a safe alternative while you are taking time off. 

  • The positions from VIX Spritz don't change too much, assuming there is no imminent market meltdown. These should probably be okay to hold, but if there is news of a market crash, and if VIX Spritz starts opening positions in VIX Futures, it would be good to mirror that. 

  • Positions from momentum strategies are probably okay to hold if it's only for a week or maybe two.

  • Positions from mean-reversion strategies should definitely be closed and replaced with risk-off alternatives if you are unable to rebalance on time.