Q. How many investments should I have in my portfolio?
The exact number of investments you purchase is entirely up to you. We like to encourage our clients to have a diverse, robust portfolio that reflects several different industries and technologies. This can help keep your portfolio balanced and avoid too much risk.…
Q. How is my total return percentage calculated?
A return is how much you gain or lose on either a single investment or an entire portfolio. You can calculate it as both a specific dollar amount or a percentage. Here’s how. Investment positions/holdings: Dollar: [current value] – [amount invested] Percentage: ( [current value] / [amount invested] ) –…
Q. Why can’t I add more investments to my auto invest?
You may have reached the auto invest investments limit. Stash has a limit of 500 auto invest allocations for all Stashers to avoid an error that could put your auto invest at risk of not executing. To add new investments to auto invest,…
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