Also @George it would be really interesting to be able to see dividend income in the last 30 (or multiple values) number of days.
As a question for you @Georgeā¦ does the projected value update with the latest prices & amounts invested? Because I think it is the same from the moment I created the pie.
And I also agree with you @Vedranā¦ the pie are simply wonderful for consistency. There is still room from improvement with a couple of settings, but all things considered for the first version it is great.
And yesā¦ we really do need more fractional stocks and ETFs to fully take advantage of autoinvest!
Yes, it updates dynamically. The biggest influencers to the calculation are the deposit amount, the frequency of deposits and the historical avg. return of your pie.
@George why is there a minimum investment when investing custom? I wanted to buy Ā£10 of one stock within my pie but because the minimum for investing in a pie with 1% holdings is Ā£20 I couldnāt do it, even though thatās not relevant. Is there any way you could make a work around for this? Like a dynamic minimum investment?
Today we fixed the issue we think caused some of the pies to get stuck while cancelling or rebalancing. If it happens again, please, let us know! All these bug reports helped us a lot in finding the solution.
Wonāt the maximum growth estimate occur from being 100% in whichever instrument has had the best past 5 year record? The trick is to balance risk and reward. Equal weights on 30 stocks diversified across industries is low risk. Going all in on Tesla is high risk. The app canāt make that judgement. Past performance is no guarantee of future performance.
Having AMZN/aapl/tsla/putanyhugegrowthstock in porfolio with this feature, probably 99% would be allocated, it would have to be alot smarter system, where you can put Min/Max. Then press optimise under those preset rulesā¦
It is good to have feature, but i would prefer t212 focus on core stuff, like making 100% fractional and pie in pie. Then work on enhancementā¦
If you really want multiple pies for various sectors/industries you can do that without pie in pie, just need to calculate how much auto invest per pie to replicate % per industry. Only draw back is dividend staying in sector, even tho you could remove auto reinvest and then decide how much you want per each sectorā¦
@Dao, are you selling previous investments in order to buy them back in a pie?
The issue with that (assuming that you are in an ISA, so no tax) is that you pay the spread and Stamp Duty on UK stocks. I imagine you are aware of this, but I am interested in knowing your reasoning.
