How do I choose a Portfolio?
Written by Chanel
Updated over a week ago

This one’s up to you!

We don’t provide any advice when choosing a Portfolio, but we do provide you with information about each one in-app.

You can choose from 7 Portfolios. The Everest Portfolio is made up of the top 100 performing ETFs listed on the NASDAQ and NYSE. We also have 3 Core and 3 Sustainable Portfolios, each with a corresponding fund risk profile for conservative, moderate and aggressive appetites.

In the app, you’ll find the Portfolio's past performance, averaged since its inception. Remember, this is its past performance and not necessarily an indicator of how it will perform in the future.

You’ll see this when you swipe up on each portfolio. You’ll notice a pie chart that indicates what each portfolio is made up of, as well as links with further info.

Here are a couple of things to consider;

  • How much am I willing to invest regularly?

  • What portfolio fits my strategy best?

  • How much am I willing to risk?

Make sure you’ve thoroughly researched and considered your circumstances before making your choice.

When you are ready, investing in a Portfolio can be done by following these steps:

  1. Log into the Douugh app. (or tap on ‘Home’ if you are already logged in)

  2. Tap on 'Invest Jar'.

  3. Tap ‘Portfolios’.

  4. Tap on your selected Portfolio.

  5. Swipe down and confirm your selection.

This locks in your Portfolio and from there you can:

  • Tap 'Transfer Money' to buy into your Portfolio.

  • Tap 'Autopilot Hub' to set up automatic investing in your Portfolio.

We have substantial information about investing and Portfolios in this Help Centre and throughout our Academy

Check it out! You can read, watch and learn your way to investing.

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