View the entire Frequently Asked Questions (FAQs)
When will my first portfolio have exposure to all the asset classes mentioned in my investment plan?
As long as your total funds deposited for investing in your first portfolio are less than $10,000, QuietGrowth phases-in your funds towards 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 more towards reaching $10,000 in deposits in your first portfolio.
If your total deposits are less than $10,000, then the performance of your portfolio will be very different than the performance of the QuietGrowth model portfolio of the same risk score because we might have not purchased all the ETFs in your portfolio.