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Stocks & Bonds

The Stocks and Bonds Investment Strategy is a balanced approach to building a diversified portfolio. This strategy combines the potential for long-term growth offered by stocks with the stability and income generation of bonds. With a mix of both asset classes, you can benefit from the growth potential of equities while also enjoying a level of risk mitigation through bonds. Stocks have historically provided the opportunity for capital appreciation, while bonds offer income and act as a cushion during market downturns.
This strategy allows you to tailor your portfolio to your risk tolerance and investment goals by adjusting the allocation between stocks and bonds. It's a versatile choice that can provide a balance between growth and stability, making it suitable for a wide range of investors, from those seeking long-term growth to those focused on income generation and capital preservation.
Who it's for
Investors interested in next generation Investing
Holdings

Based on an allocation of 70% stocks, 30% bonds
Microsoft Corp.
MSFT
Procter & Gamble Company
PG
Meta Platforms, Inc.
META
JP Morgan Chase & Co.
JPM
Coca-Cola Company
KO
NVIDIA Corporation
NVDA
Tesla, Inc.
TSLA
Amazon.com, Inc.
AMZN
Alphabet Inc (Google)
GOOG
Apple Inc.
AAPL

Additional Resources

The Stocks Investment Strategy is designed to harness the potential of equities for long-term capital growth. This strategy places your investments squarely in the world of stocks, offering the opportunity to participate in the dynamic and potentially rewarding world of equities. With a focus on stocks, your portfolio is geared towards capital appreciation, as stocks historically have provided the potential for significant returns over time. This strategy allows you to customize your stock holdings to align with your risk tolerance and financial objectives. Whether you're seeking aggressive growth, have a longer investment horizon, or simply want to participate in the stock market's potential, the Stocks Investment Strategy is a choice that emphasizes the potential for wealth accumulation through equities. Please note that investments in stocks carry inherent market risks, and it's important to consider your risk tolerance and investment horizon when selecting this strategy.

Invested with benefits.

  • Tax savings.

    Automated and optimized tax strategies designed to help minimize tax impact on returns.

  • Lower costs.

    Keep more money in your portfolio with low-cost exchange-traded funds (ETFs) and our transparent pricing.

  • Adjusts automatically.

    Your investments are rebalanced as the market moves once at the minimum account balance, with dividends getting reinvested.

Be invested.

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