How to Exclude Stock Picks from Your Portfolio

Passiv makes it easy to exclude your “fun money” portfolio picks from your target portfolio.

Sometimes even index investors like to buy an individual stock or two —- and that’s why we created the Asset Exclusion feature, which lets you exclude them from your target portfolio.

First, click Edit Targets and click the x to remove that stock from your Target Portfolio. Adjust the percentages of your remaining assets to your desired allocation then click Save. Scroll down to the Current Portfolio box. Assets that are not in your target portfolio will have black toggle bars under the Exclude column. Click on the toggle switch to exclude the asset. That’s it!