I donāt want to drive this thread off topic and into a ditch but the purpose of these company ābucketsā isnāt to drive you to make an investment decision based on whether a company sits within a particular category, whether thatās renewables, women led business, weedtech or whatever, itās merely to sign post that those particular businesses meet specified criteria, helping you to filter opportunities and areas of interest so you can dig a bit deeper.
Perhaps, and of course thereās an argument to be made that because itās that much harder to reach senior positions as a woman, youāre attracting really the very, very best performers - as alluded to in the paper, but essentially this is moot, if as an investor my overriding consideration is the outperformance of my investment.
Beyond financial returns, perhaps the most important takeaway from the report is this:
Firms with female CEOs and CFOs have a demonstrated culture of Diversity and Inclusion (D&I), evidenced by a larger representation of females on the companyās board of directors. Firms with female CEOs have twice the number of female board members, compared to the market average (23% vs 11%).
If you want to build back better, you have to build back fairer, and that means in a more inclusive manner. As investors, we have a choice to back those companies that chose to take this seriously. That they are seemingly committing to this and outperforming their peers, well, it seems more than a mildly interesting proposition to me.
I think the portfolio screen needs to be able to identify which of your holdings are freetrade plus shares. Canāt actually identify which ones are plus on mine, but I am a bit thick
I am not sure if this has been mentioned by anyone yet as a functionality, but I would like to see the ability to categorise / customise the layout of the list of investments within the āPortfolioā tab.
For instance, I have a number of investments in Trusts or ETFs which are long term and I donāt need to review frequently, as well as individual stocks for the long term and more racy investments. The latter I want to check frequently.
Currently the list is set up to automatically to sort by value descending but I would really appreciate the ability to group investments (as in excel) or categorise myself. This would allow me to view by type and have my own sub-portfolios / investment styles grouped together. I donāt want to have to scroll past those long-term investments to get to the exciting stuff! Hopefully it wouldnāt be something that is too tricky to implement within the UI either.
Iād love to have this too, I would create a category for long term ETFs and Trusts investments, another for speculative stocks (which also I will review more frequently), and perhaps have SPACs, and REITs/Dividend stocks in separate categories.
This could work together with the auto invest/investment pies functionality, where you can add funds to the whole category, and the money is distributed proportionally.
Good shout but this isnāt specific to Plus which this thread is about.
The home for such requests is under āIdeasā category if you want the Product Owners at Freetrade to take notice.
Yeah I only found that thread after the above post and I agree that it shouldnāt be just for those of us on Plus ;). Added my votes to that other linkā¦cheers guys!
When you sign up to become a Plus user, you will be required to add payment card details to your account. We will periodically charge the Plus fee to your payment card, and you hereby irrevocably authorise us to do so. You are entitled to cancel your status as a Plus user, but you will not be entitled to a refund of any Plus fees already paid. If you cancel your status as a Plus user, you will ordinarily not be entitled to sign up for Plus membership for a period of 3 months from the date on which you cancelled.
Is the bold part still the case? Is it so technically complex to sign people off and on that you felt like itās appropriate to introduce this cooldown period and not take money form people if they recently cancelled?
