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ETFs and Cash Management
To optimize risk-adjusted returns and reduce taxes, AllocateRite dynamically rebalances your portfolio’s ETFs among stock sectors, bonds, and cash.
Cash management is built in. Compared to alternatives like individual stocks or mutual funds, ETFs enjoy greater liquidity, diversification, tax advantage, and lower fees. AllocateRite’s cash allocation provides dual benefits- interest income and effective portfolio hedges. AllocateRite’s products are long only. Explore prior months’ portfolios or join now for the latest.