What are 'Stock Bundles' and how do they work?

TL;DR: Stock Bundles are themed collections of individual stocks (8–20 per bundle) that you can buy like a single investment, giving you diversification and control.

Q: What are Stock Bundles?

A: Stock Bundles are packages of individual stocks designed around a specific theme or trend. Each bundle contains 8-20 stocks and uses an equal-weight approach (e.g., each stock represents 5% in a 20-stock bundle). 

Q: How do they work?

A:

• Instead of buying one stock, you purchase a bundle of stocks tied to a topic (like electric vehicles or healthcare). 

• The bundle is not actively managed (no automatic rebalancing) and components may change over time; however, your purchased bundle keeps its original composition. 

• You have the flexibility to adjust weightings or remove stocks from the bundle if you like. 

• You can sell either individual stocks within the bundle or the whole bundle. 

• Dividends from stocks in the bundle are deposited into your Cash Account. 

Q: What are the benefits of using Stock Bundles?

A: They let you get diversification within a theme without buying many individual stocks yourself, combine control with simplicity, and access themed investing at your own pace. 

Q: Are Stock Bundles right for everyone?

A: They’re a good fit if you want exposure to a theme, prefer simplicity over picking lots of individual stocks, and are comfortable with market risk. They’re not portfolios that are automatically managed for you.

Q: What should I watch out for?

A: Since bundles don’t rebalance automatically, your actual allocation could drift over time. Also, thematic investing can carry higher risk if the theme underperforms.

Last updated: October 2025