| ▲ | CactusBlue 9 hours ago | |
If you have a big enough portfolio, direct indexing (using something like Frec or Wealthfront) could be an interesting option, and weighting the companies that you don't want at 0. | ||
| ▲ | cj 8 hours ago | parent [-] | |
Wealthfront offers the ability to blacklist stocks in your account (the feature is meant for people legally prohibited from investing in certain tickers). It won’t exclude from regular indexes, but it will exclude from the direct indexing. I’ve been using it to exclude NVDA ever since it peaked (or at least reached the peak valuation I’m comfortable with) Wealthfront’s portfolio minimum used to be $100k, but I think they have a new direct indexing product with a $5k minimum. | ||