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How does Sidekick's Custom Indexing work?

Updated over 2 months ago
  1. Replicate the S&P 500: Our experts have replicated the S&P 500 with individual stocks, giving you direct ownership of the leading US companies

  2. Apply customisation filters: You can apply customisation filters to exclude specific companies, sectors or categories, ensuring your portfolio reflects your personal values or financial goals

  3. Quarterly rebalancing: Portfolios are rebalanced quarterly to maintain their intended allocation and correct market drift

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