The Details page provides an overview of the ETFs you purchased through PortfolioBuilder as part of your asset allocation portfolio.
- You’ll see the Target Allocation you selected and the target percentages for each asset class.
- You’ll be able to see the Current Allocation for each ETF, to see if you’re on target or if things have begun to drift.*
- To continue investing your ETF portfolio, you can select Invest Now to add money to your existing portfolio.
- You can also use Invest Now to create a whole new portfolio.
Tip: The Portfolio Details page will only show your current PortfolioBuilder selection. If you’ve previously purchased an ETF that’s not on this list, you can still see it on your My Positions page.
*If you choose you buy or sell individual ETFs in your portfolio, standard trading costs apply. See our Pricing & Rates page.
As a self-directed investor, you must carefully consider the appropriateness of the proposed investments in light of your own personal financial circumstances including cash flow needs, unusual tax implications or other complex or subjective concerns. Additionally, market conditions and your personal financial situation may change – perhaps suddenly or maybe gradually over time. It is up to you to reassess any investment program, including PortfolioBuilder, on a regular basis to ensure that it remains consistent with your current financial resources and investing objectives. Monitoring and adjusting your ShareBuilder investments to suit those changes are your responsibility. If you choose to rebalance your portfolio to address those changes, you are responsible for any costs associated with the transactions.
ETF Investors: You should carefully consider an exchange-traded fund's investment objectives, risks, charges and expenses before investing. For a prospectus containing this and other important information, please visit the fund's detailed quote page, or contact a ShareBuilder Customer Service Associate. Please read the prospectus carefully before investing. Learn more about the differences between mutual funds and ETFs.