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Portfolio Percentage Split
Pearler features
hi im a new investor here, still pretty young and still new to everything in the investing world. i recently invested in a split of 3 ETFs but wanted to know how to create a "portfolio split" is it after purchasing the min $500 and then buying accordingly to your desired split ( eg, 70% ETF1, 30%ETF2, 10%ETF3) or is there an option on the pearler website to manually select the split. sorry if none of this makes sense happy to take in any advice.
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Aryan Suri
Asked on 24 July 2023
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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 :)
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