What % allocation should I add to a specific stock or ETF for Custom Portfolio?

Article author
Alexander G.
  • Updated

The right mix of custom investments is different for everyone. Any amount of customization can expose you to different risk levels. If you decide to customize a portion of your portfolio, do your research by learning about the stocks you’re interested in. You can always update your Custom portfolio once you’ve made your decisions, too. As a reminder, selling stocks may create a taxable event. If you have questions on your personal tax treatment, please consult a tax or legal advisor.

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