When will my first portfolio have exposure to all the asset classes mentioned in my investment plan? | QuietGrowth

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When will my first portfolio have exposure to all the asset classes mentioned in my investment plan?

As long as the total funds that you deposit in your first portfolio are less than $10,000, QuietGrowth phases-in your funds towards the purchase of one ETF after the other.

That is, till the time your total deposits are less than $10,000, you will have a partly-diversified portfolio only. As you deposit progressively towards $10,000, we will buy more ETFs progressively towards your fully-diversified first portfolio. As soon as your total deposits reach $10,000, you will have exposure to the fully-diversified QuietGrowth portfolio. So, it is preferable if you could invest towards reaching $10,000 in deposits in your first portfolio.

We strongly recommend you deposit towards reaching a fully-diversified portfolio as soon as possible. You would not be able to deposit in a new portfolio till all your existing portfolios are fully-diversified.

If your portfolio is not yet fully-diversified, then the performance of your portfolio will be different from the performance of the QuietGrowth model portfolio of the same risk score. This difference is because we would not have purchased all the ETFs in your portfolio.

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