Our Portfolios

We match you to a personalised portfolio based on your investing goals and preferences. Our portfolios aim to minimise risk while maximising returns.

Nobel Prize winning research has shown that spreading your money across different assets is the most reliable way to grow your wealth. Low-fee exchange traded funds (ETFs) help you diversify into Australian shares, international shares, bonds and other investments. That's why we use them in all our portfolios.

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Benefits of our portfolios

Investment expertise

We continually research and review the best investments for your portfolio

Keeps risk under control

We precisely rebalance your portfolio as the market changes

View your portfolio anytime

You can keep track of your portfolio and investing goals online and on our app

Enjoy fewer ups and downs

Diversification into bonds makes our portfolios less risky than just owning Australian shares

Makes your money work harder

We automatically reinvest your dividends, earning you more

Local team available to help

We help thousands of people every day, from those just starting out to experienced investors

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What sets us apart

Stockspot has a set of principles that guide how we advise you and invest your savings.

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Stockspot Themes

If you're investing $50,000 or more you may like to take more control of your portfolio. With Stockspot Themes you can add extra assets, countries or market sectors to your portfolio. We will ensure that your investment strategy stays balanced based on your goals and ability to take risk.

Most popular Stockspot Themes:

Portfolios_Themes_US Us shares

Portfolios_Themes_AustralianSociallyResponsible Australian socially responsible shares

Portfolios_Themes_US Global bonds

Frequently asked questions

How do you know which portfolio is right for me?

Our online questionnaire asks you all the information we need to know about your personal situation. Our smart algorithms are then able to recommend a portfolio that’s best suited to your preferences and goals.

Do I own my investments?

Yes you are the legal and beneficial owner of your portfolio when you invest with Stockspot.

All investments are held under your own unique HIN (Holder Identification Number) that identifies you as the holder at the share registry. It’s a safer way to invest than in a pooled structure where your money and investments are mixed up with others.

Can I move money out of my portfolio if I want to?

Yes, you can withdraw your money at any time with no penalty fees.

What type of accounts can I set-up?

You can invest as an individual, in joint names, on behalf of a child, as a Self-Managed Super Fund (SMSF), a Trust or a Company.

How often do you rebalance my portfolio?

Investments grow at different rates over time. This means your investment mix will drift from your target blend.

When this happens, we will rebalance your portfolio back in line with your target asset mix. We also rebalance when you make a deposit or receive dividends.

Can I set-up a regular deposit to grow my wealth?

Yes. Simply set-up a regular transfer from your own bank account to your Stockspot account. We’ll automatically invest whatever you deposit.

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