Be a trendsetter and develop and publish a strategy that you are excited to share on dub! Here are some tips for creating your own portfolio:
- Make searching for your portfolio easy by picking a name that best reflects your portfolio strategy!
- Add a brief description about your portfolio strategy. Don't say anything dub wouldn't say!
- Pick a cool ticker to match your portfolio name! Note that tickers have a 7-letter minimum requirement and 11-letter max.
- Add multiple assets* to diversify your portfolio!
- Select percentage allocations for each asset to total 100% by using the sliders.
- Reminder to always review your assets and allocations before finalizing your order. Currently, you cannot make changes to your portfolio post-creation until you have invested in it.
*Note: dub offers most, but not all, stocks and ETFs traded on U.S. exchanges.
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