Betterment’s Core Portfolio Strategy is a professionally managed portfolio designed to provide long-term growth while minimizing risk.
How it works
The Core Portfolio is a diversified portfolio of stocks and bonds that is designed to meet your specific investment goals and risk tolerance. Betterment uses a Nobel Prize-winning algorithm to create and manage your portfolio, and it automatically rebalances your portfolio as needed to keep it on track.
Benefits
- Professional management: Betterment’s team of investment experts manages your portfolio, so you don’t have to worry about making investment decisions yourself.
- Diversification: The Core Portfolio is diversified across a range of asset classes, which helps to reduce risk.
- Automatic rebalancing: Betterment automatically rebalances your portfolio as needed to keep it on track with your investment goals.
Who is it for
The Core Portfolio is suitable for investors of all types, regardless of their age, risk tolerance, or investment experience. It is a good choice for investors who are looking for a long-term, low-maintenance investment solution.
Fees
Betterment charges a low annual management fee of 0.25%. This fee is deducted from your investment account on a monthly basis.
How to get started
To open a Betterment Core Portfolio account, you will need to provide some basic information about yourself and your investment goals. You can then fund your account with a minimum of $100.
Once your account is funded, Betterment will create a personalized portfolio for you. You can then monitor your portfolio’s performance and make changes as needed through Betterment’s online platform.
Kind regards,
M. Davis
