Investments
Add accountInvestments
Modify strategyTotal Balance
$710,000
Drift
Normal 0.13%
Highest allocations
20% BTC
25% Stocks
-
U.S. Large Cap StocksHoldings25%Annual fee0.08%Amount$180,000
U.S. Large Cap Stocks represent shares in companies with market capitalization exceeding $10 billion, offering stability and consistent dividends.
Key Features:
- Stable, established companies
- Regular dividend payments
- High trading volume
- Strong market presence
Top Holdings:
- Technology giants
- Major financial institutions
- Healthcare conglomerates
- Blue-chip industrials
-
U.S. Small Cap StocksHoldings8%Annual fee0.25%Amount$55,000.00
U.S. Small Cap Stocks include companies with market capitalization typically between $300 million and $2 billion, offering higher growth potential but with increased risk.
Key Features:
- Higher growth potential
- More volatility than large caps
- Less analyst coverage
- Potential for acquisition
Top Holdings:
- Emerging tech firms
- Regional banks
- Specialty retailers
- Small industrials
-
U.S. Mid Cap StocksHoldings12%Annual fee0.18%Amount$85,000.00
U.S. Mid Cap Stocks represent companies with market caps between $2 billion and $10 billion, offering a balance between growth and stability.
Key Features:
- Moderate growth potential
- Less volatility than small caps
- Established business models
- Some dividend payments
Top Holdings:
- Mid-size tech companies
- Regional utilities
- Consumer goods firms
- Healthcare providers
-
International Emerging Market StocksHoldings7%Annual fee0.35%Amount$48,000.00
International Emerging Market Stocks include companies from developing economies with high growth potential but higher risks.
Key Features:
- High growth opportunities
- Currency and political risks
- Rapid economic development
- Less market efficiency
Top Holdings:
- Asian tech firms
- Latin American miners
- African telecoms
- Emerging market banks
-
International Developed Market StocksHoldings10%Annual fee0.22%Amount$72,000.00
International Developed Market Stocks are shares in established companies from mature economies outside the U.S.
Key Features:
- Stable economic environments
- Diversified industries
- Strong regulatory frameworks
- Currency exposure
Top Holdings:
- European automakers
- Japanese tech firms
- Canadian banks
- Australian miners
-
U.S. Municipal BondsHoldings6%Annual fee0.04%Amount$40,000.00
U.S. Municipal Bonds are debt securities issued by state and local governments, often offering tax advantages.
Key Features:
- Tax-exempt interest
- Lower default risk
- Stable income stream
- Lower yields than corporates
Top Holdings:
- State general obligation bonds
- City infrastructure bonds
- School district bonds
- Utility revenue bonds
-
International BondsHoldings5%Annual fee0.12%Amount$35,000.00
International Bonds are debt instruments issued by foreign governments and corporations, adding global diversification.
Key Features:
- Currency diversification
- Varying credit qualities
- Interest rate exposure
- Geopolitical risks
Top Holdings:
- European sovereign bonds
- Japanese government bonds
- Canadian provincials
- Australian corporates
-
International Emerging Market BondsHoldings7%Annual fee0.4%Amount$50,000.00
International Emerging Market Bonds are debt securities from developing nations, offering higher yields with increased risk.
Key Features:
- Higher yield potential
- Emerging market exposure
- Currency volatility
- Higher default risk
Top Holdings:
- Asian sovereign bonds
- Latin American debt
- African infrastructure bonds
- Emerging market corporates
-
BTC ETFsHoldings20%Annual fee0.45%Amount$145,000.00
BTC ETFs are exchange-traded funds tracking Bitcoin prices, offering crypto exposure without direct ownership.
Key Features:
- High volatility
- Speculative growth potential
- Regulated investment vehicle
- No wallet management needed
Top Holdings:
- Bitcoin futures
- Crypto-related firms
- Blockchain technology companies
- Digital asset custodians
