Smart Portfolio Rebalancing

Automated alerts for leveraged ETF strategies. Get notified when your portfolio drifts, with exact buy/sell instructions to restore your target allocation.

Why Rebalancing Works

Pair a base ETF with its leveraged counterpart and let rebalancing do the heavy lifting. When the leveraged ETF outperforms, you sell high. When it drops, you buy low. Mechanical discipline that removes emotion and captures mean reversion.

  • Amplified upside: Leveraged ETFs capture outsized gains during bull markets
  • Built-in stability: The base ETF anchors your portfolio during corrections
  • Forced discipline: Rebalancing makes you sell winners and buy losers automatically

The Rebalancing Mechanic

When leveraged ETF rallies:
Sell leveraged, buy base ETF → Lock in gains
When leveraged ETF drops:
Sell base, buy leveraged ETF → Buy the dip
Choose your pair, set your threshold. We alert you when it's time to rebalance.

How It Works

Set Your Strategy

Configure your target allocation and drift threshold. We default to 50/50 QQQ/TQQQ with ±10% rebalance triggers.

Get Alerts

We check your portfolio daily after market close. When drift exceeds your threshold, you get an email with exact buy/sell instructions.

Execute & Confirm

Follow the instructions in your brokerage, then update your portfolio in Viatica. Track your rebalancing history over time.

Contribution Reminders

Set up recurring contribution schedules (weekly, bi-weekly, or monthly) and receive email reminders with the exact split for your target allocation.

  • Get reminded on your schedule
  • See exact dollar amounts per asset
  • Stay disciplined with consistent investing
Sample Email Alert
Time to invest: $500.00
QQQ$250.00
TQQQ$250.00

Know the Risks

Leveraged ETFs are not for everyone. They use derivatives to deliver 2-3x daily returns of their underlying index. This amplifies both gains and losses, and the daily reset can cause decay in volatile sideways markets.

Expect significant drawdowns. Leveraged strategies can experience 50%+ peak-to-trough declines during market corrections. If you can't stomach watching half your portfolio disappear temporarily, these strategies aren't for you.

This is not financial advice. Viatica provides alerts and calculations. You make your own investment decisions. Consult a financial advisor if you're unsure whether a strategy fits your risk tolerance and goals.

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