The Large-Cap Growth folio is updated quarterly.Īside from selecting RTG folios, users can create their own by selecting which stocks, ETFs or mutual funds will be added to the folio.
FOLIO INVESTING INTERACTIVE BROKERS UPDATE
The Methodology tab describes the steps to create the folio, the number of securities and the update frequency.
This folio has 30 equally weighted holdings, which you can view on the “holdings” tab of the folio-specific page. The four scenarios below describe hypothetical investment returns for your portfolio. Put one-fourth of the money in fixed-income securities and the rest in stocksħ.Put half the money in fixed income securities and half in stocks.Put half the money in cash and half in fixed-income securities.Hold the money in cash in the form of an insured account.How would you invest the money toward your goal? Consider the following scenario: You were given a gift which, after taxes, amounted to 20% of your total savings. How would you describe your level of investing experience?Ħ. You add to your investments by buying more sharesĥ.You do nothing and wait for the market to turn around.You sell all or nearly all your investments.You check your investments and see that they have also declined 20%. Let’s say you just heard the following news: The stock market has plunged the most widely watched stock indexes have fallen 20% over the past week. Reaching this goal is not very likely-this is a “stretch goal” for me and I am willing to take greater risks to achieve it.Ĥ.I am flexible with regard to reaching this goal and I will be okay whether I reach the goal at the desired date or not.Achieving this goal with this investment is very important, but I have some alternative funds available to me if I lose part of this investment.I have no other funds available to help me reach this goal. Achieving this goal with this investment is very important.How important is reaching your goal, given your current financial situation? When will you need to use the money that you are investing?ģ. What is the goal for the funds you are investing?Ģ. Users are given the option to take a Folio Wizard quiz, which creates an “investor profile,” suggests proposed portfolios with levels of risk and provides portfolio allocations and performance data with each proposed portfolio.ġ. As previously stated, a folio is essentially a portfolio of securities. For example, you can invest $1,000 per month across an entire folio of 100 stocks, even if that means you are buying only a quarter share of each stock. Automated Tax Lot Management Tools allow you to offset long- and short-term capital gains.įigure 1 shows the different account types that Folio Investing offers.įolio Investing allows users to invest with specific dollar amounts, share amounts and even fractional share amounts. Lower costs and taxes: With the Folio Unlimited Plan, you pay no commissions for buying, selling or rebalancing a folio.Consistent investing: You can add money to folios in dollar amounts, even if it means buying fractions of shares, and set up an automatic investing discipline.
Diversification: Your folios can comprise a broad range of sectors, asset classes and strategies.Buying, selling or rebalancing can be done all at once-in one transaction, with one click-or securities can be traded in the folio individually.īenefits that folios offer given at the website include: You can create as many folios as you want with up to 100 stocks, ETFs and/or mutual funds in each one. On Folio Investing’s website, it defines a “folio” as: virtual baskets containing stocks, ETFs, mutual funds or any combination. Folio Investing is a unique brokerage-robo adviser hybrid that allows users to invest in bundles or “folios” of stocks, exchange-traded funds (ETFs) and mutual funds that they can trade in a single transaction.
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