What are Managed Portfolios?

1,305 invested

Critical Minerals

This portfolio invests in companies across the global critical minerals value chain, from miners and refiners to producers of strategic materials that power electrification, artificial intelligence infrastructure, clean energy, and advanced manufacturing.

1Y Returns 55.82%

104 invested

Artificial Intelligence

This portfolio offers access to companies shaping the future through the development, integration, and application of AI technologies.

3Y CAGR 43.47%

1Y Returns 48.86%

Risk Tolerance Moderate

4,760 invested

Cybersecurity

This portfolio offers exposure to companies providing cybersecurity solutions to address the rising security needs across industries.

3Y CAGR 28.30%

1Y Returns 34.63%

977 invested

Big Tech

This portfolio invests in large, globally dominant technology companies that form the backbone of the digital economy.

1Y Returns 33.23%

339 invested

US Top10

This portfolio offers concentrated exposure to S&P 100 stocks with strong momentum, identified by their relative strength versus the index. It holds rising stocks and exits those losing trend strength, regardless of sector or market cap.

3Y CAGR 30.11%

1Y Returns 31.88%

Weekend Investing

640 invested

Blockchain Ecosystem

This portfolio invests in companies driving the digital asset ecosystem, offering diversified exposure to the growth of cryptocurrencies and decentralized networks.

3Y CAGR 86.88%

1Y Returns 31.28%

7,060 invested

BlackRock Smart Beta

This portfolio employs a long term investment strategy that takes advantage of smart beta that screen for persistent drivers of return, similar to strategies that are employed by institutional investors.

3Y CAGR 19.27%

1Y Returns 30.3%

868 invested

Cloud Computing

This portfolio provides exposure to companies benefiting from cloud adoption through software services, platform services, infrastructure, and data centers.

3Y CAGR 13.27%

1Y Returns 23.35%

1,280 invested

Deglobalization

This portfolio offers exposure to companies benefiting from the global shift toward deglobalization, including defense, automation, and commodities.

3Y CAGR 21.23%

1Y Returns 23.27%

1,372 invested

Space Tech

This portfolio offers exposure to companies across satellite communications, aerospace, defense technologies, and space exploration.

3Y CAGR 37.03%

1Y Returns 23.1%

2,879 invested

Clean Energy

This portfolio invests in companies across the clean energy ecosystem - spanning renewable power, electric mobility, battery materials, energy storage, and grid infrastructure.

1Y Returns 21.79%

485 invested

Aging

This portfolio invests in companies serving aging populations across healthcare providers, biopharma, diagnostics, life sciences, and senior living infrastructure.

3Y CAGR 5.90%

1Y Returns 19.45%

256 invested

Nuclear Energy

This portfolio invests in companies across the global nuclear energy value chain, from uranium producers to reactor developers and electric utilities.

1Y Returns 16.31%

48 invested

Global Multi-Asset (Aggressive)

A growth-oriented portfolio emphasizing global stocks, accepting higher market fluctuations to pursue greater long-term returns.

3Y CAGR 15.33%

1Y Returns 14.09%

684 invested

Defense & Security

This portfolio invests in companies across the defense, aerospace, and national security ecosystem.

1Y Returns 11.6%

Risk Tolerance Conservative

205 invested

Swensen Portfolio

This portfolio invests in three core-assets (stocks, bonds, and real estate). Ideal for long-term investors seeking equity growth with downside protection.

3Y CAGR 10.82%

1Y Returns 9.9%

Risk Tolerance Moderate

356 invested

Global Multi-Asset (Moderate)

A balanced approach combining global equity exposure across U.S., developed, and emerging markets with bonds to support stable growth and manage risk.

3Y CAGR 12.53%

1Y Returns 8.63%