What is a Smart portfolio and what is the approach to investing in a Smart portfolio?
A few features of the Smart portfolio make it, well, smart. The portfolios are built by a team of investment experts who are part of the Stash Investment Team. TA Smart portfolio is also tailored to your Stash risk profile, which takes your risk tolerance and time horizon into consideration. All Smart portfolios use targeted exchange-traded funds so you can have exposure to a diverse set of investment environments. Lastly, your Smart portfolio is regularly monitored and updated to balance portfolio allocations based on your specific target allocation.
This type of account is a Discretionary Managed Account. This is an individual taxable brokerage account that Stash has full authority to manage according to a specific investment mandate. The investment team at Stash built these portfolios with the goal of optimizing risk-adjusted returns. This is achieved by utilizing the diversification benefits highlighted by modern portfolio theory. The portfolios consist of well-diversified ETFs that provide clients with broad exposure to the stocks of companies of all sizes across all industries and geographies and bonds of various issuers. The portfolios aim to optimize returns given a user’s overall risk profile. Stash will automatically manage a Client’s portfolio based on an algorithm that evaluates the Client’s risk profile and selects appropriate investments for the client. Stash does not guarantee any level of performance or that any client will avoid losses in the Client’s Stash Account(s). Any investment in securities involves the possibility of financial loss.
Related questions View all Smart Portfolio
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.…
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).…
Q. Why Smart?
There are lots of reasons to choose Smart! Smart Portfolio helps you build long-term wealth at any time—regardless of your financial background or level of investing experience. It’s an excellent option for those who are looking for a “set-it-and-forget-it” approach to investing.…
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