it's easy to trade.
it's hard to know what to trade.
learn the guiding concepts of building portfolios and reference supermoment’s model templates to help formulate your own design.
Core ETF portfolios. Conservative, Moderate, and Aggressive allocations, tailored to retirement or taxable brokerage accounts.
Simplified core portfolios using 5 or less securities. Great for those just getting started and portfolios with balances less than ~$5k or so.
Feel good about what you invest in. Environmental, Social, and Governance focused portfolios promoting sustainability and societal impact.
Portfolios with an eye on fixed income. Dividend stocks, ETFs, and alternatives to the typical bond portfolio.