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:
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Instead of buying one stock, you purchase a bundle of stocks tied to a topic (like electric vehicles or healthcare).
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The bundle is not actively managed (no automatic rebalancing) and components may change over time; however, your purchased bundle keeps its original composition.
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You have the flexibility to adjust weightings or remove stocks from the bundle if you like.
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You can sell either individual stocks within the bundle or the whole bundle.
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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
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