Innovative Technology
The Innovative Technology portfolio invests in pioneer companies set to transform the future economy and society. The investments use artificial intelligence, specifically natural language processing (NLP), and fundamental security analysis to identify leaders in thematics such as AI, digital transformation, clean energy, and medical innovation. It offers a diversified, relatively low-cost approach to long-term investing with the potential to take advantage of the growth of new industries with increased exposure to risk.
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Based on an allocation of 90% stocks, 10% bonds |
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Additional Resources
Innovative Technology Portfolio DisclosureAllocations as of April 2, 2024
High-growth innovation stock exposure decreases with increasing bond allocation. Exposure to Innovative Technology Stocks increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies. Innovative Technology Stocks exposure decreases with increasing bond allocation. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.
Be invested.
