How do I select ETFs for my Super portfolio?
Once you have signed up to your Pearler Super account, you can begin selecting ETFs for your portfolio. However, these will not be bought until your account is funded. If you haven’t signed up to Pearler Super, you can learn how here.
On your Pearler Super dashboard, go to ‘Holdings’ > ‘Build a portfolio’.
1. Click on 'Build a Portfolio'.
You'll be guided through a series of questions about your investment preferences, including whether you want an All-In-One ETF, prefer filtering options, or want to see everything. From there, you can refine your selection by asset class, location, themes, and more.
2. You'll see a list of ETFs that match your choices.
Select the ones you want, but make sure to research each ETF before investing to ensure it's the right fit for you.
Example:
Once you have selected your ETFs, you will choose the weighting for each investment. You can use the slider bar, or the box in the top right-hand corner, to input your desired weighting. A minimum 2% cash balance is required.
3. After completing the previous steps, review and approve your selections.
Your holding balance will stay at $0 until your account is funded, regardless of your chosen investments. Once funded, your investments will be purchased.
Investing comes with risk. It’s important to seek personal financial advice and consider if investing is right for you. Also, keep in mind that past performance is not indicative of future returns.
Example of the Final Result
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As you do your research, you should consider the Pearler Super product disclosure statement. For further reading, please see a full list of important documents such as the TMD here.
If you have more questions or would like to share any feedback, please reach out to us via our live chat or email us at help@pearler.com.