A portfolio strategy is a set of portfolios that aims for a certain kind of performance. Some people value pure market growth. Others value a different approach to growth, such as socially responsible investing or retirement income investing.
Your Investments: Why Neatness Counts
It’s not a perfect science, but when it comes to investing, neatness counts. Or perhaps more accurately, neatness adds up to real dollars that compound over time.
Bogle on Indexing and the Future of Investing
Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.
Your Portfolio vs. “The Market” – Comparing Apples to Fruit Salad
When you order fruit salad, you don’t expect it to taste like a single apple. If you’re invested in a diversified portfolio, it’s unrealistic to expect it to behave like Apple or even only U.S. stocks.
4 Stats to Change Your Perspective on Investing
The factors that can be important to becoming a successful investor aren’t what you might think.
Understanding Our Goldman Sachs Smart Beta Portfolio
Ever heard of factor investing? Learn more about our Goldman Sachs Smart Beta portfolio, which favors investments based on four specific factors.
Understanding Betterment’s Portfolio Strategy
Here at Betterment, we invest in low-cost, globally diversified funds. Learn more about what we invest in and what it means for your portfolio.
Understanding the Funds in Our Portfolio
Learn more about the funds we invest in here at Betterment.
Understanding Our BlackRock Target Income Portfolio
Learn more about our BlackRock Target Income Portfolio, which is a bond portfolio designed to provide a steady stream of dividend income for retired customers.
Understanding Our Flexible Portfolios
Learn how advanced investors can take more control over their portfolio by modifying the weightings of individual asset classes.
Understanding Automatic Allocation Adjustment
Learn how we automatically adjust your risk level over time, which helps you stay on track without having to lift a finger.
Understanding Our Socially Responsible Investing (SRI) Portfolio
Learn more about how you can invest in a way that reduces exposure to companies that are deemed to have a negative social impact.
Take on More Control with Flexible Portfolios
You may be an experienced investor who enjoys Betterment but would like to change aspects of our recommended portfolios. Enter Flexible Portfolios.
On Guns and Investing: Our Response
The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios, but it isn’t perfect. There’s a good reason for that.