Portfolio Percentage Split

Hi Aryan,

Good on you for getting started young!

You don’t need to make any investments before setting up Automate. The minimum investment Automate requires $650 per asset you include in your Automate portfolio. This will ensure the ASX minimum $500 parcel requirement is met.

During the setup, you’ll be able to set your % targets for your Automate portfolio. You can think of your portfolio as the goal that Automate is trying to reach for you. E.g. I want my Automate portfolio to consist of 35% of A200, 35% of VTS, 15% of VAS and 15% of VEU.

Once you have set those targets, you can select your investment strategy, which will determine how many brokerage fees are used per automated investment and how fast you will see those targets reached.

Hope this makes sense :)

Hi Aryan, and welcome :)

Congrats on getting started!

One of the easiest ways to create a portfolio with set percentages like you’re describing is to set up Autoinvest. From there you can choose any % you like in your chosen investments and Autoinvest will invest according to your instructions.

There’s some more info on this page about how to set it up which might help: https://pearler.com/explore/ask/help/4771917-...

You can of course do it manually by simply buying more of whichever one needs topping up to create your own desired split which you can roughly follow over time as you get more money to invest with. But if you’ve decided on set % already, then Autoinvest is probably easier.

Hope that helps.
Dave