SmartWealth Strategy and Policies

Insight on how we build, recommend and manage your portfolio

10 articles in this collection
Written by SmartWealth

Investment Methodology

How do you determine my risk score?

Written by SmartWealth
Updated over a week ago

How often do you rebalance my portfolio?

Written by SmartWealth
Updated over a week ago

What happens to dividends?

Written by SmartWealth
Updated over a week ago

How is my Goal Tracking chart calculated?

Written by SmartWealth
Updated over a week ago

What returns can I expect?

Written by SmartWealth
Updated over a week ago

How do you pick the ETFs you use?

Written by SmartWealth
Updated over a week ago

How do you come up with your model portfolios?

Written by SmartWealth
Updated over a week ago

Funding Policy

Should I continue depositing money regardless of market movement?

Written by SmartWealth
Updated over a week ago

How often should I add money to my SmartWealth account?

Written by SmartWealth
Updated over a week ago

What is the minimum amount for the initial deposit and what is the amount for any additional deposits?

Written by SmartWealth
Updated over a week ago