Wealthfront enforces minimum and maximum allocation constraints for each asset class, setting minimums at zero to ensure portfolios are long-only and maximums at 35% for most asset classes to ensure diversification, with the exception of US stocks which have a maximum allocation of 45%.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• Wealthfront entity
• U.S. stocks concept