How We Build Your Portfolio
Your risk profile and your amount together decide how your portfolio is built -- then you choose which names fill it.
Step 1 of 4
Your Risk Profile
Seven quick questions. This decides your Growth / Foundation split and which tiers of the portfolio are available to you.
Your Profile
Step 2 of 4
How Much Are You Investing?
The amount determines how much of the model portfolio is active. Smaller amounts concentrate on fewer, higher-conviction positions.
Step 3 of 4
Build Your Portfolio
Step 4 of 4
Your Allocation
Exactly how your amount splits across the positions you chose, at today's model weights.
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