A DIY portfolio pot with % allocations (that rebalances)

Ideas 💡
1

Not sure if this has been suggested before,

But I’d love the feature of creating my own portfolio of ETFs, by picking % allocation. I’ve seen something similar with InvestEngine, where you can pick a selection of ETFs and put a % against them, and then when you deposit into said portfolio it automatically applies the deposit across your selected ETFs according to your % allocation.

There’s also a ‘rebalance’ your portfolio function which automatically rebalances percentages for you!

Would be great to have something similar on Freetrade as it’d make it easier to have a ETF portfolio that’s being regularly invested in but also invest in individual stocks alongside at the same time within the same ISA.

2

This has been suggested, but until we can buy fractional ETFs I don’t think its do-able. I believe it’s a planned feature though.

Incidentally there are some good guides on here in the Passive Investors thread to creating your own pots which mimic all-world ETFs and allow you to skew one way or another to emphasise emerging markets it whatever, though you will have to buy the individual ETFs yourself to maintain the % balance.

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