Webull Smart Portfolio

Are you investing for income or growth? Or are you particularly optimistic about a specific theme, for example, ESG or technology? No matter what your goal is, you can find the right portfolio in our ‘Smart Portfolio’ section.

What is Smart Portfolio?

Smart Portfolio is a tool that offers a diversified range of US ETF investments based on investment goal and theme. It enables users to invest in a basket of similar US ETFs with one click. Here's what makes it stand out.

Bundle Trading

Smart Portfolio puts together similar US ETFs into one portfolio. This enables you to buy or sell multiple US ETFs with one click.

The portfolio is also customisable. You can customise the weight of each ETF to suit your needs.

Diverse portfolio

Smart Portfolio offers two types of strategies—Income and Theme, with 5 portfolios available.

Income Strategy: Whether you're seeking stability or aiming higher, our Income Strategy has you covered. Choose between a Stable Portfolio for a steady ride or a Higher Portfolio for ambitious returns.

Theme Strategy: Dive into today's hottest market themes. Our Theme Strategy offers ESG (Environmental, Social, and Governance), Technology, and Healthcare portfolios, each with an impressive earnings performance.

Daily P&L

Smart Portfolio offers a dashboard to show the P&L of all the portfolios that you’ve bought. This way, you can monitor your returns, and make informed decisions.

Rebalancing

The expert team rebalances the portfolio on a monthly basis, making sure the performance is on track. If you’ve bought the portfolio, you will receive a notification upon each rebalance. You can decide whether to rebalance or not.

How to get started?

You can find the entrance in your Account or Market>Discover page on the latest version of Webull App.

All information and data contained in this website are for reference only and no historical data should be considered as the basis for predicting future trading trends. Investors should be aware that system responses, execution price, speed, liquidity, market data, and account access times may be affected by many factors, including market volatility, size and type of order, market conditions, system performance and other factors. Information provided is for informational purposes only, unless otherwise stated. Distribution of investment products to, or services offered to, any person is not intended in any jurisdiction where such distribution or use would contravene prevailing laws or regulations. Services are only intended for persons in jurisdictions or countries where it is legal for such persons to receive them.

No content on the Webull website shall be considered a recommendation or solicitation for the purchase or sale of securities, options or other investment products. All information and data on the website is for reference only and no historical data shall be considered as the basis for judging future trends.