Allow 2 or more target portfolios in one account | Voters

Allow 2 or more target portfolios in one account

under review

Deepak

Sometimes there might be a need to have 2 target portfolios with 2 different auto-invest strategies, for example: 
In one portfolio, I can have certain thematic/satellite ETFs with auto-invest set to rebalance. 
In the second portfolio, I want to have core diversified (non-free) ETFs with auto-invest set to lowest share to reduce brokerage fees. 
This would ideally require 2 or more separate auto debit/invest with different cycles of their own that users can set and will provide a lot of flexibility to users in choosing different strategies, all in one account/dashboard plus easy visibility.

September 29, 2021

Danny Degen

Yes please, I need the ability to have multiple portfolios for separate investing and tracking. Any updates on the implementation? It's been a while.

Raphael Viscarra Rossel

I think this would be great. Fully support the idea. I think that this option would make Pearler even more useful and nicer to use. It makes sense to enable separate portfolios, for example, a 'core', a 'satellite' and maybe even a 'speculative' portfolio.

Simon Aplin

I am also very keen for this. I plan to have a glide path that (gradually) increases bonds as I near retirement so an auto-invest feature that only uses certain assets in its calculation is critical.

And to throw an additional wrinkle at you... could we assign portions of the same asset into different portfolios? An example to illustrate what I mean: let's say you have a portfolio of 70% global shares and 30% Australian shares but want to change the global share ETF to a different one (maybe one with lower fees). Even if you could assign the original global ETF to a manual portfolio, the Aus ETF you have built up would continue to count towards the percentages and your auto-invest would only purchase the new global ETF until it had caught up. When looking at the total portfolios you would have more global shares than desired.

Dan C

Yes please!

Stuart

Would love to see something like this. I have a handful of stocks I have in my Pearler brokerage account but don’t want them to influence the target percentage or auto invest strategy of the rest of my portfolio.

Peter Johansson

Completely agree, I would like to have LICs in a buy the dip strategy. But can't because you can only have 1 stock in the portfolio. Awesome job though guys 👍

slt

Also would like multiple portfolios as may have different goals for each portfolio with different needs to autoinvest. e.g. long term 10 yr. Shorter term 5 yr+ high yield income.  Ultra short term (1-3yr) fixed interest  Would assist with implementation of a “bucket strategy” as one  transitions to retirement. I would still want some autoinvest function so that each portfolio can be balanced to personal goals such as sector alllocation, international vs Aussie, defensive alts etc
Would be useful to be able to to combine all portfolios for big picture analytics now and then. However, portfolio managers such as Sharesight and Navexa allow this, so not essential.
If more than 2 portfolios required, I’d be willing to pay a small monthly fee to access extra feature.

Ross McDougall

Hi all/Hayden - first time posting! Love the platform so much :D
+1 to this request; individual portfolios available alongside the 'all-inclusive' dashboard...
Keen to have a 'set & forget' core portfolio and a satellite one with individual stocks.
Setting individual stocks to 1 or 2 percent is the current unaesthetic approach but being able to auto-invest into multiple portfolios would mean I can automate a core & satellite investment, and only need to actively manage the satellite component of my strategy :)
Appreciate this community and the way the team engages with it!

Owen Rask

I'll just add two cents here. I'd love for our Rask members to have:

Core portfolio -- with Auto invest set up, plus tracking of performance of this portfolio over time.
Satellite portfolio -- with/without auto invest features but with performance. For example, shares/stocks and/or thematic ETFs often require different timing elements (e.g. 3-5 year holding periods) than Core portfolios (nearly "forever"). So the ability to run a separate portfolio within Pearler and test the results (through performance) would be the Gold standard for our members.

Cheers

Owen Rask

Rachel

Yes - would definately like the feature to be implemented. I would want to be able to have my core ETFs set under autoinvest at certain percentages and then some individual stocks which are not included in the current percentage automate process. 
Either having 2 portfolios or just excluding certain stocks from being included in the automate target process. 
Is this feature still being looked at?

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