Can I sell individual stocks inside a Managed Portfolio?
Yes. You have the flexibility to sell individual securities within your Managed Portfolio. However, if you do so, your portfolio will no longer exactly match the official allocation, and its performance will not align with the default portfolio chart. Your personal returns will always be visible in the “Your Position” section.
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How does a Managed Portfolio work?
When you invest in a Managed Portfolio, the securities are purchased directly into your brokerage account in the same proportion as the portfolio’s allocation. Over time, these allocations may drift as prices change. Our research team monitors this ...
What is the difference between Managed Portfolios and Mutual Funds?
Managed Portfolios are often compared to Mutual Funds because both allow investors to access a diversified collection of securities. However, there are several key differences: Transparency and ownership: With Managed Portfolios, you directly own the ...
Which Managed Portfolio is right for me?
Your choice depends on your risk profile and goals. If you want a long-term, risk-adjusted strategy, Core Managed Portfolios (Conservative, Moderate, Aggressive) may be suitable. If you prefer to invest in growth trends, Thematic Managed Portfolios ...
What are Thematic Managed Portfolios?
Thematic Managed Portfolios are built around sectors or megatrends such as AI, Cybersecurity, or Deglobalization. These portfolios help you express long-term convictions and capture growth from transformative trends shaping the future. Rather than ...
How do I cancel the rebalancing of my Managed Portfolio?
When a rebalance becomes available, you will first receive an email notifying you. You’ll also see a banner on the Managed Portfolio card within the app. If you select the View option, you’ll be shown a detailed summary of the changes. This will ...