Save portfolios are comprised of stocks, bonds, commodities, fixed income, real estate, and other assets accessed via liquid Exchange Traded Funds (ETFs).
We have three 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 chose between the following portfolios:
Save® Conservative Portfolio: A diversified portfolio of stocks, bonds, and other assets, that avoids investments in commodities as a way to diminish the overall risk of the portfolio.
Save® Moderate Portfolio: A diversified portfolio of stocks, bonds, and other assets, designed to have stable performance across a variety of market conditions.
Save® Growth Portfolio: A diversified portfolio of stocks, bonds, and other assets, with a lower reliance on bonds when compared to Moderate to boost the returns of the portfolio at the cost of increased risk.
You can learn more about our portfolios by visiting our website's "Hypothetical Back-Testing" section under our Legal Page.