How do Target Allocations work?

Article author
Alexander G.
  • Updated

We want you to think of investing holistically. Your Base and Custom Portfolios together will equal 100%. You’ll choose which stock(s) make up your Custom Portfolio. When you set a target for a stock in your Custom Portfolio, it means you want that stock to make up that percentage of your overall Portfolio (Base + Custom Portfolio). Any new investments you add to your Invest Account will be allocated accordingly to move you closer to the targets you set.

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