The Shariah-Compliant Balanced Portfolio offers a more even distribution between Shariah-compliant equities and fixed-income securities. It aims to provide a balance between growth and stability, catering to investors with a moderate risk tolerance.
Balanced Portfolio Read More »
The Shariah-Compliant Conservative Fund maintains a cautious approach with a slightly higher equity allocation compared to the Very Conservative option.
Conservative Portfolio Read More »
The Shariah-Compliant Very Conservative Portfolio has a heavy allocation towards low-risk, Shariah-compliant fixed-income securities and minimal equity exposure, this portfolio maintains a low risk-return tradeoff. It offers slightly higher potential returns than the preservation portfolio, but with marginally increased risk
Very Conservative Portfolio Read More »
The Shariah-Compliant Short-term Alternative Cash & Bond Preservation of Capital portfolio has the lowest risk-return tradeoff. It primarily consists of Shariah-compliant short-term Sukuk securities, offering minimal risk exposure but also the lowest potential returns. This aligns with the principle that lower-risk investments like government various projects such as infrastructure development, etc. These sukuk are backed by tangible assets or projects and are associated with lower returns for their ultra short and short durations.
Short-term Alternative Cash & Bond Preservation of Capital Portfolio Read More »
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Disclosure:
Let’s Talk About Risk:
Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.
Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.
Get in touch with NCFA for expert financial guidance and personalized support. We’re here to help you achieve your goals with ethical, sustainable solutions.
National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm
Disclosure:
Let’s Talk About Risk:
Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.
Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.
The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.