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Portfolio Strategy

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.

Featured Articles

Why Only “Buying Local” When Investing Is Risky

Why Only “Buying Local” When Investing Is Risky

Currently, U.S. investors may be asking themselves why they should be investing outside of their home country when their own stock market is doing so well. Just a few decades ago, U.S. investors were asking themselves the opposite question.

Your Investments: Why Neatness Counts

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

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.

Recent Articles

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.

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