New: The Long-Term Portfolio

Katie Perry
Jun 3, 2020 · 4 min read

Lock in the investments you believe in for the long-term

Investing in the stock market, and more specifically “stock-picking,” or selecting single companies to invest in, tends to be associated with short-term trading behavior. But this isn’t always the case.

In fact, we surveyed Public.com members earlier this month and found that 74% classify themselves as “mostly” or “exclusively” long-term investors. Overwhelmingly, our members are availing fractional shares to own a piece of the companies they believe in, no matter where they are on their financial journey.

So, to help our members organize their investments by time horizon, we’ve made some updates to the Portfolio tab in Public. Tap into your account and you’ll notice that you can now drag, drop, and “lock” in investments you plan to keep for the long-term.

Long-Term Portfolio allows you to drag-and-drop companies you believe in for the long-term into a dedicated space. The separation of these investments from other stocks and ETFs you own is designed to help investors remain cognizant of their long-term goals. Conventionally, long-term investments are those you plan to hold onto for a year or longer (and are therefore classified as long-term capital gains).

Drag and drop to lock in long-term positions

To organize your portfolio, drag and drop the stocks and ETFs you want to hold onto (or increase over time) into the Long-Term Portfolio section. Once you’ve dragged a stock or ETF into this section, we’ll lock it in.

Share why you’re in it for the long-term

After adding a stock or ETF to your Long-Term Portfolio, you can share that activity in the feed and tell the community why you believe in the investment.

Confirm long-term trades before selling

If you want to sell something that’s in your Long-Term Portfolio, we’ll remind you that you had previously marked it as a long-term investment, and ask for you to confirm that you indeed wish to sell before you do.

As always, you can choose not to share your trade activity in Public.

We created a social layer around the stock market because we believe that collaboration can be a catalyst for education and discovery when it comes to investing. When members in our community share why they believe in certain companies, other investors can benefit by understanding their reasoning and sparking a conversation.

Pro-tip: You can use the new Messages feature to create chat groups about your long-term investments. Add other members who share the same long-term positions to a group to help keep each other informed about news and announcements.

Sharing your Public Portfolio

If you’re already using our app, you know that members who choose to be public get their own URL [Public.com/username] for sharing their investments with others. You can even earn free stock when someone signs up and is approved through your portfolio page.

Now, your investments on your Public Portfolio will be organized based on how you think about them, with your long-term investments in their own section apart from your other positions.

Getting started

Open the latest version of Public and tap the account icon at the bottom to start managing your new Portfolio.

As always, we love to hear from our community and welcome your questions, comments, or feedback at hello@public.com.

Examples are for illustrative purposes only. Past performance does not guarantee future results. This is not investment advice. See Public.com/disclosures.

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