You can customize a bundle to some extent. Here are the ways you can customize:
- Adjusting Weights: By default, bundles are an equal-weighted allocation. However, users have the ability to adjust the weighting of individual stocks within the bundle to their preference at the time of purchase.
- Selling/Eliminating Individual Stocks: You can delete individual component stocks from the bundle by allocating 0% to them at purchase.
So while you can't fully customize a bundle from scratch, you do have options to adjust it prior to purchase to better suit your investment preferences. Please note the options described are only available at the time of purchase.
Comments
0 comments
Please sign in to leave a comment.