How do Stock Bundles compare to Origin’s Automated Index Investing? – Origin

Stock Bundles and Automated Index Investing have some key differences:

	Stock Bundles	Auto Index Fund
Management Style	Not "robo" managed and are not in a discretionary portfolio. There is no automatic rebalancing or discretionary buying and selling.	Is automatically rebalanced and follows a passive index-tracking strategy.
Customization	Allow for some customization. You can adjust the weighting of individual stocks and potentially eliminate certain stocks.	No individual customization, as it aims to track a specific index.
Stock Selection	Contain a curated selection of 8-20 stocks based on specific themes or strategies.	Broader range of stocks to represent an entire index.
Active Management	Allows active involvement from the investor, as you can sell individual stocks or adjust weight.	No active management from the investor.
Dividends	Dividends are not automatically reinvested into the paying stock.	Automatic dividend reinvestment.

Remember, Stock Bundles are designed to act as a supplement to someone's core portfolio, offering targeted exposure to specific themes or strategies, while Automated Index Investing typically aims to provide broad market exposure.

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