How does QuietGrowth choose which ETFs to sell when I place a withdraw request? | QuietGrowth

View the entire Frequently Asked Questions (FAQs)

How does QuietGrowth choose which ETFs to sell when I place a withdraw request?

To execute the withdrawal request, QuietGrowth liquidates the investments made in various ETFs. We will attempt to sell ETF units in such a manner to both minimize your tax liability from the withdrawal, and to rebalance your portfolio towards your target allocation in the Investment Plan.

Refer to our Investment Methodology page for more information.

Also read the answer to the related question:

When do you rebalance my portfolios?

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

CREATE ACCOUNT