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SmartWealth Strategy and Policies
SmartWealth Strategy and Policies
Insight on how we build, recommend and manage your portfolio
10 articles
Investment Methodology
How do you determine my risk score?
Can I choose my own stocks or securities when investing with SmartWealth?
How often do you rebalance my portfolio?
What happens to dividends?
What returns can I expect?
How do you pick the ETFs you use?
How do you come up with your model portfolios?
Funding Policy
Should I continue depositing money regardless of market movement?
How often should I add money to my SmartWealth account?
What is the minimum amount for the initial deposit and what is the amount for any additional deposits?