2 Portfolios?



  • Hi,
    Are you allowed to create 2 portfolios? I have a portfolio already but want to create a seperate one for a short term trading strategy.
    Cheers



  • no, i suppose theres nothing wrong with ur mrs opening an account tho ;)



  • Cheers :0)



  • @NewUser607170 I’d be careful and check the t&cs regarding second household accounts; they must be separate ie in your partners name with her own ID and bank statements.

    If FI get a wiff of you holding a duel account you’ll lose the lot on both; my suggestion don’t risk it



  • @NewUser607170 said in 2 Portfolios?:

    Hi,
    Are you allowed to create 2 portfolios? I have a portfolio already but want to create a seperate one for a short term trading strategy.
    Cheers

    You can filter your portfolio by last purchased so your long-term holds should be at the bottom (mostly) unless you keep topping up on an ongoing basis. Your short-term trades should at the top if you keep buying and selling them so I imagine you could draw an imaginary line to divide the two.

    Others would probably advocate the use of spreadsheets to group your players however you want. There's isn't a one method fits all answer but as you can see there are a few options without risking a second portfolio.



  • Thanks everyone, think I'll just go down the route of a seperate tab on my spreadsheet. Dont want to risk doing anything wrong.


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