What is a Vest, and how does it work?
Vests are portfolios that can be invested in in an easy manner. There are three types of Vests:
- Vests offered by the Vested research team
- DIY Vests (you can create your own Vests)
- Third-party Vests created by advisors
Vests offered by the Vested research team are curated portfolios that consist of stocks and ETFs. Some Vests are built to enable investors to invest in assets that balance performance and downside protection, while other Vests are theme-based, enabling investors to narrowly focus their investments on specific industries or core themes.
Please refer to the below-mentioned link to know more about Vests:
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How does Vest rebalancing work?
When there is a rebalance event, you will receive a notification that a rebalance is needed. You can choose to ignore or accept this notification. If you accept, you will be taken to the transaction confirmation page on the website or app where you ...
How do I cancel the rebalancing of my Vest?
When a Vest rebalance is made available from our side, you get an email informing you about the rebalance availability. Additionally, you will be able to see a nudge for the rebalance availability on the Vest card in the app. You can use the View ...
Is it possible to sell individual stocks from Vests?
Yes, you can sell individual stocks from Vests. However, the performance chart within the Vest details will not reflect your Vest's performance anymore (since the chart only reflects the actual allocation). Nonetheless, the " Your Position" section ...
How can I start/stop an SIP in vests?
To start an SIP in a Vest, there are two ways: You can use the Create Recurring Investment button on the Vest details page. You can set up one from the recurring investments dashboard (Profile → Recurring Investments → Search for the relevant Vest). ...
How is the allocation of Vests decided?
The allocation of a Vest i.e. the percentage of the total amount ($) that's invested in a particular share, will keep changing. The allocation changes with the price of the underlying shares. If you buy into a Vest for a certain amount, then you ...