Hi!! I would like to understand how the invested value is calculated in a Managed Portfolio. I have observed that in the Top10 Managed Portfolio which I have invested, the Invested value has been decreasing with each Rebalancing.
Hello @Shweta_Bold_876
If the stocks, held as part of the portfolio, that are being sold during the rebalance have an unrealized loss since the last rebalance (or a new investment), then the investment amount would decrease during the rebalance as those stocks will be sold to realize the loss and purchase new stocks for the rebalanced portfolio.