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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.

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.

Your Portfolio vs. “The Market” – Comparing Apples to Fruit Salad

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

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.

Recent Articles

Understanding Our Socially Responsible Investing (SRI) Portfolio

Socially responsible investing (SRI) is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact while increasing exposure to companies that are deemed to have a positive 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.

How to Compare Socially Responsible Investing Solutions

Socially responsible investing is a way to invest in line with your values while still aiming to achieve your investment goals.

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