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 such as AI, Cybersecurity, or Space Tech may be a better fit, but they may be suitable for investors with a higher risk appetite. Each portfolio’s risk suitability and AUM fee is clearly disclosed upfront and can be reviewed here. You should review your investment objectives carefully before making any investment decisions.
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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 ...
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 ...
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 ...
How does Managed Portfolio rebalancing work?
Rebalancing ensures your portfolio continues to reflect its intended strategy. When a rebalance is due, you’ll be notified by email and in-app. You can review the proposed transactions before approving them. If you confirm, your portfolio adjusts to ...
Are all Managed Portfolios created and managed by Vested?
Not all. While most Managed Portfolios are designed and managed by the Vested Finance Inc. research team, some portfolios are powered by third-party advisors or partners. These third-party Managed Portfolios bring additional expertise and unique ...