SmartWealth Strategy and Policies

Insight on how we build, recommend and manage your portfolio

9 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

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