SmartWealth Strategy and Policies
Insight on how we build, recommend and manage your portfolio
Written by SmartWealth
Investment Methodology
How do you determine my risk score?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
How often do you rebalance my portfolio?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
What happens to dividends?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
What returns can I expect?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
How do you pick the ETFs you use?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
How do you come up with your model portfolios?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
Funding Policy
Should I continue depositing money regardless of market movement?
Written by SmartWealth
Updated over a week ago
Updated over a week ago
How often should I add money to my SmartWealth account?
Written by SmartWealth
Updated over a week ago
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
Updated over a week ago