A: You can view your complete portfolio by navigating to the “Composition” tab on selecting “Investment Summary.” Here, you’ll be able to : • View all your holdings along with their current market value. • Track the performance of each investment ...
A: Quarterly Reports: Detailed portfolio and performance reports will be mailed to investors on a quarterly basis. Capital Gains Reports: For accuracy in tax reporting, we recommend that investors obtain capital gains reports directly from their ...
A: Yes, you have the flexibility to sell a portion of your portfolio holdings. You may inform us via email to support_ia@samvitticapital.com and we can assist with proportionate selling. Please note that only the trades made through our app are ...