Stash Learn

How did you choose these Smart investments and how much of my money is put into each?

Smart Portfolio is designed to take the guesswork out of investing, and we encourage Stashers to view them as an easy solution for long-term, diversified investing. We have carefully selected funds that offer access to a variety of investment markets. From there, Stash determines the allocation of funds in the Smart mix based on 1) our investment team’s view of the markets over the next several years and 2) how to balance the risks and rewards of each fund for each risk profile. 

As for viewing your Smart Portfolio, it’s easy. Head to Stash, and from the app, tap “Invest” at the bottom, then tap “Smart Portfolio.” 

 


DISCLOSURES

A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.

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