Currently the minimum investment for a pie depends on the size of the smallest slice.
This can be restrictive for pies that contain small slices. E.g. a stock with 0.5% allocation in a pie requires 200 minimum investment.
Proposal
When the amount to be invested is less the minimum, invest in some of the stocks in the pie - the ones that are most underweight.
Example:
A pie with two constituents:
- 99% Stock A
- 1% Stock B
Let’s say we want to invest €10. Currently that’s not possible, we’d need €100.
With my proposal, the 10 would be invested proportionally to the most underweight asset. This can be 100% in Stock A, 100% in Stock B, or some in stock A and some in stock B.
This will make having pies with very small allocations to certain stocks feasible.