What is a holding?
Holdings are just a general term for investments that you own. When you look at your portfolio, the complete list of all your investments is your holdings. Funds, like ETFs, also have holdings. When you’re investing in an ETF, you’re investing in that fund’s holdings, otherwise known as the individual investments contained in that fund.
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Q. What are the fees for this account?
Nothing in addition to your monthly subscription fee! If you’re a Stash Growth or Stash+ customer, you automatically have access to Smart Portfolio and there are no additional fees for having one. DISCLOSURES A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…
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Q. How is this Smart Portfolio recommended for me?
The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term).…
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Q. Am I allowed to withdraw and deposit funds?
Absolutely! We encourage you to deposit funds on a regular basis, so that you can build a strong portfolio. In fact, that philosophy is a pillar of The Stash Way®. You can also withdraw whenever you want.…
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