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SmartWealth Strategy and Policies

SmartWealth Strategy and Policies

Insight on how we build, recommend and manage your portfolio

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10 articles in this collection
Written by SmartWealth
Investment Methodology

How do you determine my risk score?

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Written by SmartWealth
Updated over a week ago

How often do you rebalance my portfolio?

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Written by SmartWealth
Updated over a week ago

What happens to dividends?

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Written by SmartWealth
Updated over a week ago

How is my Goal Tracking chart calculated?

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Written by SmartWealth
Updated over a week ago

What returns can I expect?

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Written by SmartWealth
Updated over a week ago

How do you pick the ETFs you use?

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Written by SmartWealth
Updated over a week ago

How do you come up with your model portfolios?

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Written by SmartWealth
Updated over a week ago
Funding Policy

Should I continue depositing money regardless of market movement?

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Written by SmartWealth
Updated over a week ago

How often should I add money to my SmartWealth account?

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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?

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Written by SmartWealth
Updated over a week ago
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