Save® portfolios are comprised of stocks, bonds, commodities, fixed income, real estate, and other assets accessed via liquid Exchange Traded Funds (ETFs).
We have five proprietary portfolios based on levels of risk. When you sign up for a Save account, you are asked to use our Recommendation Tool, which will help choose the portfolio best suited for you.
In the Recommendation Tool, users choose between the following portfolios:
Save Global Diversified Markets Conservative portfolio: A diversified portfolio of stocks, bonds, and other assets that excludes commodities due to their risk profile.
Save Global Diversified Markets Moderate portfolio (legacy): A diversified portfolio of stocks, bonds, commodities, and other assets, aiming to provide consistent performance utilizing a wide range of return sources.
Save Global Diversified Markets Growth portfolio (legacy): A diversified portfolio of stocks, bonds, commodities, and other assets, with a reduced reliance on government bonds, aiming to achieve higher returns at the cost of increased risk.
Save Global Multi-Strategy portfolio: A diversified portfolio of stocks, bonds, commodities, and traditional currencies that employs multiple sub-strategies, as well as long and short positions, in seeking to achieve returns across market conditions.
Save ESG portfolio: A diversified, ESG-tilted portfolio of global stocks, bonds, and gold that aims to provide similar returns to other diversified portfolios, while selecting and overweighting ESG companies and avoiding certain controversial assets.
Save US Macro portfolio: The S&P 500 Risk-Controlled portfolio follows the S&P 500 Index, and adjusts the level of exposure upward or downward daily to maintain a stable level of volatility.
You can learn more about our portfolios by visiting our website's "Hypothetical Back-Testing" section under our Legal Page.