Get ready to throw back and chill. This portfolio will put you right into laid back mode with its healthy mix of stocks and bonds. It aligns with your conservative risk profile and is reliable, smart and most importantly stable, so you can go out and chill with friends without having to worry about your money. A perfect choice for your core portfolio!
Underlying asset: iShares Core Conservative Allocation ETF
In the age of Tinder, commitment can sometimes be difficult. But not for Anti-Inflation! This portfolio invests in inflation-protected Treasury bonds. What does it mean? Money loses its real value over time — that's called inflation. With TIPS, Uncle Sam will cover you that value loss, adding some extra security to this portfolio. It’ll keep the value of your money steady, so long term, you know exactly how much what you have is worth. The security itself is a reason to invest.
Underlying asset: iShares 0-5 Year TIPS Bond ETF
Got some spare change? Why not lend it to a broke friend! In this particular case, the broke friend happens to be the U.S. Treasury. Putting your money into the treasury not only helps it out, but it’ll help you out in the long run. Despite being broke, this portfolio is still considered the safest out there, some would even say riskless! Lending to a Broke friend aligns perfectly with your conservative risk profile. It’s a solid choice for those who want to limit the fluctuation of their holdings. Lend to a broke friend!
Underlying asset: Vanguard Short-Term Treasury Index Fund ETF Shares
Love getting lit? Worried you’re not balancing work and play well? Lit Bonds can help with that! This portfolio invests in companies that have a good track record paying back their lenders. It aligns with your conservative risk profile and its dependable! This means that while you’re out getting lit, your money is being handled in this well-balanced portfolio. For the bar hoppers, twerk masters and club lovers, this is a perfect choice for your core portfolio.
Underlying asset: PowerShares BulletShares 2018 Corporate Bond Portfolio
Ready to begin your journey to the dark side? Feeling a little bold? Like the name implies, Kinda Bold is, well… kind of bold. This portfolio invests in a good mixture of stocks and bonds, aligned with your moderate risk profile. It’s a great start to moderate investing and a good option to use as your core portfolio. Be bold!
Underlying asset: iShares Core Moderate Allocation ETF
Just like the patriotic song says, America is the land that we love. Regardless of where you stand politically, religiously, or financially, we can all agree that when the U.S. economy does well, so do we. This portfolio is composed of 500 of the largest U.S. companies and has set an impressive performance standard in its lifetime. If you’re a long-term U.S. dweller, this portfolio, which aligns with your moderate risk profile, will be difficult to beat. Also, what better way to invest than by supporting our country!
Underlying asset: Vanguard S&P 500 ETF
Nowadays, who can go over 15 minutes without their phone? Here at Richie Invest, we sure can’t! Technology is the future, and if you love it as much as we do, this is the portfolio for you. Aligned with your moderate risk profile, Google and Sh*t tracks over 130 of the largest tech giants. You never know, you might contribute to the creation of the next big, blockbuster smartphone, or perhaps you’ll fund the creation of the AI that takes over the world!
Underlying asset: iShares U.S. Technology ETF
There’s no such thing as too prepared. This portfolio is for those who plan compulsively and always think “what if?” Bomb Shelter Prep invests solely in U.S. stocks, so while you’re buffing your bank account, you’re buffing the U.S. economy. In past markets, these stocks showed more stability when compared to other stocks. You’ll be left with peace of mind that your finances — and the United States — are doing great.
Underlying asset: iShares Edge MSCI Min Vol USA ETF
ARH-WOOOOOO. Is that a wolf we hear howling? Wolf of Wall Street is the portfolio for the aggressive risk takers who are out to take over Wall Street. This solid combination of stocks and bonds aligns with your aggressive risk profile and can be used as your core portfolio to reach your financial dreams. It’s a bolder way to invest. It’s up to you to decide if you’re a lone, ravenous wolf, or one who runs with their pack.
Underlying asset: iShares Core Aggressive Allocation ETF
Don’t let the title scare you, this portfolio isn’t only for the martini-drinking, gala attendee. This portfolio focuses on companies that provide above-average fixed income rates. What does this mean? It means more returns! The funds top holdings are in financial services, technology and health-care sectors, making Dividend Aristocrat a well-rounded portfolio that aligns perfectly with your aggressive risk profile.
Underlying asset: Vanguard High Dividend Yield
Started from the bottom now my whole team is here! Just like Drake’s song, this portfolio invests in markets on the rise, which are known for fast plunges and sometimes big wins. These markets went from being unremarkable to exploding with activity. Aligning with your aggressive risk profile, these markets include large, mid and small companies from China, South Korea, Taiwan and South Africa. Jump on them while they’re on the come up. Maybe even bring your whole team for the ride!
Underlying asset: iShares Core MSCI Emerging Markets
Going green can mean more than one thing you know! This portfolio only invests in markets with a lower carbon exposure than others, which means you’ll be investing in the “Go Green” campaign, while your finances go greener and greener. Aligning with your aggressive risk profile, this portfolio is the best choice for those looking to invest for both themselves and the future of our planet. Go Green! The grass is always greener on the other side!
Underlying asset: iShares MSCI ACWI Low Carbon Target
Join today and get $5 for your first investment