Model Portfolios


Learn which portfolios are suitable for you. Start here

Learn which portfolios are suitable for you.
Start here

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Investment objective

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Monthly Fee

15 USD

Issuer

Type of ETF






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Portfolios: 10 of 43Help

Fixed income model portfolio that invests in exchange-traded funds (ETFs) and seeks to provide income consistent with capital preservation t...   See more

Last 365 Days

1.09%

Last 90 Days

-0.37%

Risk level
(1-100)
10
Basic Account

Fixed income model portfolio that invests in exchange-traded funds (ETFs) and seeks to provide income consistent with capital preservation t...   Show more
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Fixed income model portfolio that invests through exchange-traded funds (ETFs) in various fixed income market sectors and seeks to outperfor...   See more

Last 365 Days

1.05%

Last 90 Days

0.13%

Risk level
(1-100)
17
Defensive

Fixed income model portfolio that invests through exchange-traded funds (ETFs) in various fixed income market sectors and seeks to outperfor...   Show more
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Portfolio that invests in broad-market fixed income by tracking the Bloomberg Barclays indexes....   See more

Last 365 Days

2.97%

Last 90 Days

-1.07%

Risk level
(1-100)
16
Defensive

Portfolio that invests in broad-market fixed income by tracking the Bloomberg Barclays indexes....   Show more
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Portfolio that invests across asset classes with a mix of 20% equity and 80% fixed income that seeks to balance risk and return through cost...   See more

Last 365 Days

5.22%

Last 90 Days

0.23%

Risk level
(1-100)
25
Conservative

Portfolio that invests across asset classes with a mix of 20% equity and 80% fixed income that seeks to balance risk and return through cost...   Show more
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Equity portfolio that invests in broad-market global equities (20%) and fixed income (80%) by aiming to track the Standard & Poor's (S&P) be...   See more

Last 365 Days

4.22%

Last 90 Days

0.24%

Risk level
(1-100)
26
Conservative

Equity portfolio that invests in broad-market global equities (20%) and fixed income (80%) by aiming to track the Standard & Poor's (S&P) be...   Show more
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Portfolio that invests across asset classes with a mix of 40% equity and 60% fixed income that seeks to balance risk and return through cost...   See more

Last 365 Days

7.11%

Last 90 Days

1.74%

Risk level
(1-100)
36
Moderate

Portfolio that invests across asset classes with a mix of 40% equity and 60% fixed income that seeks to balance risk and return through cost...   Show more
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Portfolio that invests across asset classes with a mix of 60% equity and 40% fixed income that seeks to balance risk and return through cost...   See more

Last 365 Days

8.36%

Last 90 Days

3.45%

Risk level
(1-100)
46
Entrepreneur

Portfolio that invests across asset classes with a mix of 60% equity and 40% fixed income that seeks to balance risk and return through cost...   Show more
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Portfolio that invest in U.S. Equity through Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental resear...   See more

Last 365 Days

8.79%

Last 90 Days

6.58%

Risk level
(1-100)
75
Aggressive

Portfolio that invest in U.S. Equity through Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental resear...   Show more
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Model portfolio that invests in U.S equities and/or U.S. Treasury bills and seeks to replicate the price and yield performance of the Ned Da...   See more

Last 365 Days

14.69%

Last 90 Days

8.08%

Risk level
(1-100)
79
Aggressive

Model portfolio that invests in U.S equities and/or U.S. Treasury bills and seeks to replicate the price and yield performance of the Ned Da...   Show more
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Portfolio that invest in U.S. Equity through Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental resear...   See more

Last 365 Days

8.21%

Last 90 Days

6.56%

Risk level
(1-100)
73
Aggressive

Portfolio that invest in U.S. Equity through Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental resear...   Show more
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Your account is protected up to $500,000 USD, including $250,000 USD for claims for cash, only in the event of the broker or custodian insolvency and liquidation*.

Returns are not guaranteed. All investments are subject to the risk of loss, including the loss of principal. No representation is being made that an account has, will, or is likely to achieve profits or losses. Actual returns will vary greatly and depend on personal and market conditions. Before investing, consider your financial goals and the costs of using the platform.

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Returns for the last 365 days calculated from 24/Oct/2019 to 23/Oct/2020 and the last 90 days from 24/Jul/2020 to 23/Oct/2020.

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Investment objective

Conservador

Invierten hasta

20%

en Renta Variable
  • Baja Volatilidad
  • Horizonte de inversión a 1 año

Moderado

Invierten hasta

40%

en Renta Variable
  • Media Volatilidad
  • Horizonte de inversión a 2 años

Emprendedor

Invierten hasta

60%

en Renta Variable
  • Media-Alta Volatilidad
  • Horizonte de inversión a 3 años

Agresivo

Invierten hasta

80%

en Renta Variable
  • Alta Volatilidad
  • Horizonte de inversión a 4 años

Especulativo

Invierten hasta

80%

en Renta Variable
  • Muy alta Volatilidad
  • Horizonte de inversión a 5 años

Operadora

Es la institución financiera que administra alguno de los fondos de inversión que se incluyen en la estrategia.

Comisión

Cada experto determina el costo por usar su estrategia. La comisión es anual y se cobra mensualmente sobre el saldo promedio de manera proporcional. El cobro se realiza durante los primeros 5 hábiles siguientes al mes vencido.