Add Portfolio

     

    Assets

    + Add Asset

    Portfolio Details

    Since Inception
    i
    When two or more ETFs are selected, the inception date will correspond to the most recent one.
     
    i
    Rebalance Frequency is the process by which an investor restores their portfolio to its original target allocation. For example, you invest 80% in ETF 1 and 20% in ETF 2. Over time, one may increase more than the other so you may have 84% in ETF 1 and 16% in ETF 2. To return to 80/20, you must sell ETF 1 and buy ETF 2.

    i
    Recurring contributions are additional investments you may make in your portfolio during your investment period. Some people add new capital every month because it is when they get the salary, others prefer to do it annually, or you might decide not to invest more money at all.

    Additional contribution of€ per

    Cancel