Risk-managed portfolios
Build a long-term portfolio with transparent insights.
Curated strategies, automated rebalancing, and real-time guidance for founders and finance teams.
Portfolio snapshot
Total balance$842,360
Monthly contribution$18,000
Risk scoreModerate
Next rebalanceApr 2
Strategy mix
Designed to match team timelines and liquidity needs.
40%
Growth Core
Tech-forward equity mix with steady monthly rebalancing.
30%
Income Reserve
Short-duration bonds and cash ladder for runway stability.
20%
Global Diversifier
International equities across APAC and EU markets.
10%
Alternatives
Private credit access with quarterly liquidity windows.
+12.4%
YoY return
4.1%
Dividend yield
0.28%
Management fee
AAA
Risk rating