What are the exit conditions?
1. Exits only from non-recommended funds
2. Small holding exits (<2% of total portfolio)
3. No exits for recommended funds or top-ranked funds from recommended categories
What’s in place?
1. Recommend the best funds from the Scripbox recommendation
2. Primarily focusing on portfolio clutter
3. Notifications for you to do your portfolio health check on the App/email notifications
FAQs
Q: Will the external portfolio have similar exit rules?
Yes, the external portfolio also will respect the same exit rules.
Q: Can you continue to modify exit recommendations?
Yes, this will continue to remain available.
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