Yes, you absolutely can! If you have specific exclusions, it’s best to discuss them upfront to avoid potential tax consequences. But it’s a trivial matter for us to exclude a security from our strategies on Altruist.
The only downside is that your performance may deviate from what’s reported for a given strategy. But that can happen in good ways as well as bad. And in any case, we value the dialogue. Don’t hesitate to ask a question about whatever’s on your mind.