Re-balancing M1 Finance

I re-balanced my Dogs of the Dow pie on M1 Finance today. It was a  very simple process:

  1. First I removed the holding GE, which I no longer wanted, from the pie.
  2. Next I selected the new holding, JPM, and balanced it to 10% of the total pie to get equal weight with the other 9 stocks.
  3. M1 automatically sold GE and purchased JPM with the sale re-balancing my portfolio instantly.

2019 DoD

My 2019 Dogs of the Dow portfolio is now set!

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