Become Your Own Portfolio Manager With Direct Indexing
June 13, 2023 at 14:41 PM EDT
Fixed and active strategy funds can offer investors set-it-and-forget-it options for their portfolios. However, some may want a higher degree of customizability. With direct indexing, investors can essentially become their own portfolio managers. “When you own the stocks directly, you are ultimately the portfolio manager,” Karen Wallace wrote in Morningstar. “That means you can customize [...] The post Become Your Own Portfolio Manager With Direct Indexing appeared first on ETF Trends .