Advanced Portfolios Blending Stocks with ETFs

Many investors prefer to directly own at least some stocks, which can provide the investor satisfaction of owning selected companies as well as paying fewer fees charged by ETFs.

Core ETF Portfolio: Some investors call this a core-satellite approach, with the core being built with ETFs. Investors can begin investing using a blend of ETFs, such as a Growth Portfolio, Balanced Portfolio or Conservative Portfolio, as described in other sections of the Member Zone, and moderately reducing the amount invested in ETFs that own stocks to invest that amount directly in selected stocks; for example investing 10% less in US Large Cap ETFs to invest that 10% in ten selected US large cap stocks, perhaps 1% in each.

Stock Selection: is a personal matter, although guidance from many experts includes a) only buy stocks of companies you know well and believe will do well, b) do not buy too much of any one stock – diversify, c) do not buy too many stocks of companies in the same or similar industries, because they often move up or down at the same time – diversify, d) many beginners think they can beat the market, beat the pros, and make tons of profit, yet many beginners fail to do as well as they expected.

Investors can find ideas of Stocks to consider, using information in the Member Zone – ETF & Stock Screener, listing the ten largest Stocks in various industry categories, and reviewing data including company size, dividend yield, past performance and more. The app provides lists of the top 10 largest stocks in different industries such as Technology which includes Microsoft, Apple and much more.

How to Invest?

Click the “Stocks” icon.
Click “THEMES”
Choose one ticker at a time or invest in all by clicking “Add all to cart”.
Once complete, click the “Cart” icon
Enter the amount that you wish to invest.
NOTE: By default, the stocks or ETFs in a selected cart will be weighted equally. If you would like to change the percentage allocated to each ticker, simply click on the ticker and enter the target allocation.
Click, “Proceed to checkout”, review your order, then click, “Checkout”.

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