Tips for Creating Targets
Add all holdings first, then set allocations
Ensure total allocation equals 100%
Include at least 1% cash to reduce rebalance issues
Use Enterprise-level Targets for scalability across accounts
1. Use Enterprise Targets
Avoid duplication
Scale efficiently
2. Think in Sleeves
Build allocation structure first
Then fill with investments
3. Maintain Cash Buffer (≥1%)
Reduce rebalance frequency
Avoid cash shortages
4. Add Holdings First, Then Weight
Prevent allocation errors
5. Treat Target as Source of Truth
Update target → then rebalance
6. Be Careful Editing Enterprise Targets
Impacts all accounts
7. Use Trade Restrictions for Customization
Avoid duplicating targets