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Vests Curated Portfolios for different risk profiles. Dynamic Rebalancing. Research Optimized Allocations.

Vests are curated portfolios that comprise of stocks and/or ETFs. Vests are constructed with different goals or themes in mind. Some Vests are built to enable investors to invest into diversified core assets that balance performance and downside protection, while other Vests are theme based, enabling investors to narrowly focus their investments on specific industries or core themes

SAAS

Aggressive

+55.18%

past year

Recommended for

You believe software as a service companies will generate higher returns.

Assets & Allocations

100% Stocks

(Microsoft, Atlassian, Paypal, Adobe, Dropbox, Shopify, and more)

Moat

Aggressive

+35.7%

past year

Recommended for

You believe businesses with sustainable competitive advantages will generate higher returns.

Assets & Allocations

100% Stocks

(Visa, Mastercard, Paypal, Square, American Express, and more)

All Weather

Conservative

+16.49%

past year

Recommended for

You prefer lower volatility and want to minimize potential large drawdowns during periods of recessions.

Assets & Allocations

27.9655% Stocks

58.6153% Bonds

5.1897% Commodities

8.2296% Gold

BlackRock Smart Beta

Moderate

+7.26%

past year

Recommended for

You want to employ a long term investment that takes advantage of smart beta strategies.

Assets & Allocations

4.8885% Value

12.6652% Quality

2.5994% Momentum

78.641% Min Volatility

1.2058% Size

Swensen Portfolio

Conservative

+7.06%

past year

Recommended for

You want to enjoy equity growth gains while maintaining downside protection by diversifying.

Assets & Allocations

49.8974% Stocks

31.5797% Bonds

18.523% Real Estate

Digital Cash

Aggressive

+1.44%

past year

Recommended for

You believe that digital payment is the way of the future and you desire to invest in this segment.

Assets & Allocations

100% Stocks

(Visa, Mastercard, Paypal, Square, American Express, and more)