How do I set my portfolio allocations?

After choosing a portfolio theme, you'll be asked to set your %'s for each investment. Please note that your new strategy will automatically be set to 10% but you can tap on the %'s to adjust as needed. It is up to you what percentages you choose but 10-20% for each theme in addition to your core mix is a popular choice. Dollar amounts will be shown to the left under the theme. Once you have chosen your %'s, you click continue to review and confirm your allocations.

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