Investments
Learn more about managing your investments with Plenty.
Creating your portfolio
- How does a direct index portfolio work?
- How does risk impact my portfolio recommendation?
- How does Plenty buy and sell investments?
- What are Plenty's different portfolio strategies?
- Will my portfolio outperform the market?
- How do you construct my portfolio?
Managing your portfolio
- How do I change my risk or investment preferences?
- Can I change my constructed portfolios?
- What happens to my portfolio when I adjust my risk score?
- How often is my portfolio rebalanced?
- Why do you rebalance my portfolio?
- Can you automatically reinvest dividends generated from the stocks in my portfolio?
Sustainable investing
- What is sustainble investing with Plenty?
- How do I enable sustainable investing?
- How does Plenty screen for sustainable companies?
- Value: Promote infrastructure resilience
- Value: Safeguard Peace
- Value: Fight Climate Change
Tax-Loss harvesting
- What is tax-loss harvesting?
- Is tax-loss harvesting automatic?
- Will I benefit from using tax-loss harvesting?
- Who is eligible to use tax-loss harvesting?
- What types of income can I offset with tax-loss harvesting?
- How will I see tax-loss harvesting in my account?