Why should I sign up for a Smart Portfolio?
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. Smart Portfolio is administered by investment experts that continuously monitor your holdings and keep it consistent with the amount of risk that’s right for you.
A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage. The Investment team built these portfolios with the goal of optimizing risk-adjusted returns achieving this through utilizing the diversification benefits highlighted by modern portfolio theory. Portfolios aim to optimize returns given client’s risk profile. Stash does not guarantee any level of performance or that any client will avoid losses in the client’s account. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal.
Related questions View all Smart Portfolio
Q. IRA Close or Withdrawal State IRA Withholding Requirements
Traditional IRA required state withholdings. If you’re requesting to make a partial withdrawal from your Traditional Individual Retirement Account (IRA), or to close it completely, you’ll need to fill out a withdrawal form before the account can be closed. On this form you must select your Federal and State tax withholding.…
Q. Quick Start Your Stash – 2024 New Depositor Promotion
Looking to take control of your finances in 2024? If you’re a new customer or have not yet made a deposit into your Stash account prior to 01/01/24, you can earn up to $10. To earn the first $5 promo, deposit at least $5 into your Personal or Smart Portfolio by 4/30/24.…
Q. Everything you Need to Know about Dividends
A dividend is a payment to a shareholder when a company shares its profits. The amount of dividends you receive will be proportional to the amount of stock you own in that company. Dividends are usually paid in cash (not additional stock),…
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Fiduciary 101: Why it’s Our Job to be Your Advocate
It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.