What are Combination Plans?

A portfolio investment plan refers to a brokerage account. Similar to a managed account, the assets of each investor are managed independently in a separate account. Investors can purchase pre-packaged stock portfolios or they can be in their own accounts. Buy other stocks or sell stocks you don't like.

Portfolio investment plan

Right!

A portfolio investment plan is a brokerage account. Similar to a managed account, the assets of each investor are separated in a separate account.

The portfolio investment plan implements a window-door trading system, which has a lower cost compared to buying funds and ordinary online transactions; investors can issue orders based on the amount to allow fractional (or less than one) transactions to exist, without having to calculate how many Stocks, even when you have enough money to buy another stock, so that investors can build a good diversified portfolio with a small amount of funds; the plan also provides tax tracking services, when investors decide to sell shares When buying people's stocks, provide advice on which parts of the stock to choose to sell to help investors reduce tax expenditures.

Create a balance sheet

To build an investment portfolio, you first need to know your assets. You can prepare a balance sheet (see the table below), which is very helpful for your investment plan.

1 Hu Hao. Bank-Securities Cooperation. China Finance Press, April 2006, 1st edition.

2 Zhang He. Zero-risk investment wealth management method. Machinery Industry Press, 2008.10. ^[1]