Hi all. I've been investing with Wahed since January this year and have been riding the waves of "very aggressive" portfolio ever since. I'm really new in investing. However, I have queries on how they rebalance the fund that holds me back from doing DCA. Maybe anyone can help me better understand this?

I've been reading the thread and I don't find the answer I'm looking for and probably missed it but I wanted to understand why every time I add new fund, the portfolio I'm holding will be reset back to it's original allocation e.g. US Stocks at 65%.

Does that mean, they're selling the units which I bought at lower price and buying it again at a higher price? Example: Current position is at 68% and 100 units bought when it was USD 1 and now worth USD1.5, if I add fund it will sell all 100 units at USD1.5 and buy 100 + x units at USD1.5 or higher based on the amount of fresh fund? Won't that make me more vulnerable to loss? Won't 100 units @USD1 + x units @USD1.5+ is much better?

Thank you in advance.

Thanks for replying. I was actually hoping this scenario and would be great if this is the case. The reason I'm asking is that I noticed a few times the amount changes especially the Sukuk, Cash, and sometimes MY Stock values going down (e.g. 13% to 12.5% / 3% to 1% / 22% to 20% ) after the top up to the initial percentages. Maybe it was just to balance back the amount of the stocks that goes down (e.g. 63% to 65%) and not selling and rebuying as a whole.