What is the optimal number of securities to manage with the Dynamic Advisor?
We recommend that users manage a portfolio containing fewer than 10 securities, but we will allow up to 15 securities to be managed with the Dynamic Advisor. Please note, as the number of securities in your portfolio increases, it becomes increasingly difficult to manage it effectively. This is why most portfolios built in the Portfolio Builder will contain between 3-9 securities, depending on your asset size and various preferences.
