Table of Contents
Customizing your investment portfolio on Betterment can help align your investments with your financial goals and risk tolerance. Understanding how to make adjustments ensures you optimize your returns and manage risks effectively.
Accessing Your Portfolio Settings
Log into your Betterment account and navigate to the portfolio section. Here, you can view your current asset allocation and make adjustments based on your preferences.
Adjusting Asset Allocation
You can customize your portfolio by reallocating your investments among different asset classes such as stocks, bonds, and real estate. Use the sliders or input fields to set your desired percentage for each category.
Choosing Investment Strategies
Betterment offers various strategies, including socially responsible investing and target date portfolios. Select the strategy that best fits your values and timeline to tailor your investment approach.
Reviewing and Saving Changes
After making adjustments, review your new allocation to ensure it aligns with your goals. Save your changes to update your portfolio. Regular reviews help maintain your desired investment strategy over time.