These portfolios are designed by our investment team to help our clients discover different investment approaches. Once you find a Featured Portfolio that resonates with you, you can easily assign it to one or more milestones. In addition, you can always use a Featured Portfolio as a jumping-off point and adjust allocations or add investments to it.
Featured Portfolios are designed to fully integrate into your Axos Invest experience. Not only will our software automatically re-balance your portfolio with new deposits and dividends, but you can also use WiseHarvesting, Selective Trading, and any of our other premium features across your portfolios.
To select a Featured Portfolio:
- Activate the Portfolio Plus package
- Select Create New Portfolio
- Choose the Featured tab
If you already have the Portfolio Plus package activated, you can see here how to assign a Featured Portfolio: Assign Featured Portfolio