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.

Was this article helpful?

2 out of 2 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.