A Crash Course to Customising Your Own Portfolios

16 February 2023

Be your own portfolio manager! Invest in whatever you like, and change your portfolio whenever you want. Find out how.

Do you want to invest only in passive income assets? Only in the S&P 500? Or only in clean tech? It’s now possible to build and customise your own portfolios however you like with Flexible Portfolios!

In this webinar, we covered:

  • What to consider when building your own portfolio

  • How a custom portfolio can fit into your financial plan

  • The different ways you can build a portfolio from scratch or customise an existing template, with examples!

  • How to add new assets and adjust their allocations, any time

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