SmartWealth Strategy and Policies | Help Center

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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?