Why does each portfolio have a different minimum funding requirement?
The minimum required to invest in a portfolio depends on several factors, such as:
Total number of assets included.
Possible use of fractional shares.
Percentage assigned to each instrument.
Closing cost or clearing fee per asset.
To better understand:
The minimum position per asset is USD 5.
Therefore, the minimum to invest in an entire portfolio is calculated based on the smallest allocation percentage. That percentage is applied to USD 5, and then the closing cost per number of assets is added.
The minimum ensures that the portfolio’s asset distribution can be executed proportionally, respecting the weights established for each thematic portfolio.
What types of shares are used in the portfolios? Are they fractional or whole?
It depends on the portfolio:
Generally, all allow the use of fractional shares, which makes it easier to start with lower investment amounts.
This directly influences the minimum required to fund the portfolio.
What happens if I liquidate a portfolio?
When you decide to liquidate a portfolio, the system automatically sells each of the assets included in it.
How is the estimated total calculated when liquidating a portfolio?
The estimated total (est.) is calculated based on:
The current market price of each asset.
The number of units (or fractions) you hold.
Closing costs and regulatory fees.
This value depends on market prices at the time of execution. The sale is distributed proportionally according to the amount of each asset you own in the portfolio.
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