The Stable portfolio is a cash preservation portfolio and our lowest risk investment option. Your portfolio mix is made up of cash and a mix of ETFs that invest in short-term government and corporate bonds.
The Growth Portfolio is suitable for those who are willing to accept some level of risk for the potential of greater long-term growth. This portfolio mix consists of money held in cash and a mix of ETFs that invest in U.S. large stocks and bonds.
We offer a Sustainable version of our Growth Portfolio at no additional cost. This gives you the opportunity to invest your money in companies that have a positive environmental impact, are socially responsible, and are committed to high governance standards.
Are you looking for more flexibility? Our Adjustable Add-on gives you control over your portfolio mix and it costs $5/month.
You can review your portfolio and make changes by tapping the Invest icon in the bottom navigation menu.
Any changes to your portfolio will be activated on the next trading day.