Managed Portfolio Allocation Decided | Vested

How is the allocation of Managed Portfolios decided?

The allocation for each Managed Portfolio is determined by the Vested research team and, in some cases, external partners. It is based on data-driven models, fundamental analysis, and the portfolio’s stated investment objective.

Allocations may shift as prices change. When deviations become significant or when underlying fundamentals change, the portfolio may be rebalanced. Advisory oversight and portfolio updates are part of the service included within the AUM-based fee.

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