Decisions - Stock Portfolio One
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Decisions

 

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Decisions
When your portfolio earns money, the Decisions and Planning pages help you make informed decisions about where to put your money.

You have four (4) options:
  1. Put the money back into the existing holding using a DRIP strategy. (dividend reinvestment plan).

  2. Reallocate the funds to an existing account to continue compounding.

  3. Your Watchlists and the tracked Dividend Kings will also be factored as options to purchase.

  4. Or, choose to do nothing or hold until you meet a set threshold.

Take a look at this short demo as it walks you through Decisions and touches on planning for your larger Portfolio strategy.