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Investments
- Vests
- Stocks/ETFs
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
Moat
Aggressive
+35.7%
past year
Recommended for
You believe businesses with sustainable competitive advantages will generate higher returns.
Assets & Allocations
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
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
Swensen Portfolio
Conservative
+7.06%
past year
Recommended for
You want to enjoy equity growth gains while maintaining downside protection by diversifying.
Assets & Allocations
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