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Ask Stash > rebalancing
Because Smart Portfolio is structured as a taxable personal account, the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio. In general, a security sold at a gain will be subject to taxes on the difference in the sales price and the cost of purchase.…
Smart Portfolios contain various funds that have been pre-selected by the financial team at Stash. When you fund your Smart Portfolio, your specific allocations to investments that make up your Smart Mix will aim to suit your risk profile. Over time,…
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Welcome to Stash101, our free financial education platform. Stash101 is not an investment adviser and is distinct from Stash RIA. Nothing here is considered investment advice.
