Portfolio Options-old

The Climate Impact portfolio invests in companies with a demonstrated focus on the funding of green projects and lower carbon emissions.

The Core portfolio is low-cost and designed to generate long-term returns while reducing risk through diversification. Features a broad collection of exchange-traded funds (ETFs) made of thousands of stocks and bonds from around the world.

Cash Reserve is a no-fee, 100% cash account designed to protect your money from market volatility. Given its relatively low returns compared to potential market gains

The Goldman Sachs Tax-Smart Bonds portfolio is designed to benefit high-income individuals (with a federal tax rate of 32% or higher) seeking a higher after-tax yield compared to a cash account. It comprises 100% short-term bond ETFs.

The BlackRock Target Income portfolio is designed to help you limit market volatility, preserve wealth, and generate income.

The Broad Impact portfolio seeks to provide greater exposure to all of the different dimensions of social responsibility, such as lower carbon emissions, ethical labor management, or greater board diversity.

The Social Impact portfolio provides more exposure to companies supporting social equity and minority empowerment.

The Smart Beta portfolio invests more heavily in companies based on trends with the potential to outperform the broader market over the long term.

The Innovative Technology portfolio invests in pioneer companies set to transform the future economy and society.

The Value Tilt portfolio is globally diversified with a tilt toward undervalued U.S. companies for investors who understand the potential benefits and risks of investing more heavily in value stocks.

Tap the market moves of the two largest and widely traded cryptocurrencies, Bitcoin and Ethereum, with this fully automated ETF portfolio.

The NCFA/Cyborg-Advisors Aggressive portfolio has the highest allocation to equities among all options. It's designed for investors with a high-risk tolerance seeking maximum long-term growth potential, understanding that it may come with significant short-term volatility.

The NCFA/Cyborg-Advisors Growth Portfolio has a higher allocation to equities, aiming for substantial long-term capital appreciation. It's suitable for investors with a higher risk tolerance and a longer investment horizon.

The NCFA/Cyborg-Advisors Moderate portfolio leans more towards growth-oriented assets while maintaining a significant portion in fixed-income securities. It's designed for investors willing to accept higher short-term volatility in pursuit of better long-term returns.

The NCFA/Cyborg-Advisors Balanced Portfolio offers a more even distribution between equities and fixed-income securities. It aims to provide a balance between growth and stability, catering to investors with a moderate risk tolerance.

The NCFA/Cyborg-Advisors Conservative Fund maintains a cautious approach with a slightly higher equity allocation compared to the Very Conservative option.

The NCFA/Cyborg-Advisors Very Conservative Fund has a heavy allocation towards low-risk, fixed-income securities and no equity exposure, this portfolio maintains a low risk-return tradeoff. It offers slightly higher potential returns than the our preservation portfolio, but with marginally increased risk

The Shariah-Compliant Aggressive portfolio has the highest allocation to Shariah-compliant equities among all options. It's designed for investors with a high-risk tolerance seeking maximum long-term growth potential, understanding that it may come with significant short-term volatility.

The Shariah-Compliant Growth Portfolio has a higher allocation to Shariah-compliant equities, aiming for substantial long-term capital appreciation. It's suitable for investors with a higher risk tolerance and a longer investment horizon.

The Shariah-Compliant Moderate portfolio leans more towards growth-oriented assets while maintaining a significant portion in fixed-income securities. It's designed for investors willing to accept higher short-term volatility in pursuit of better long-term returns.

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.

The Shariah-Compliant Conservative Fund maintains a cautious approach with a slightly higher equity allocation compared to the Very Conservative option.

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

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.