GrowthAI Revolution
Capture long-term growth from AI infrastructure, semiconductors, cloud/software and enabling technologies.
- High risk
- Horizon
- 5+ years
Explore strategies
Find a strategy that fits your goals.
Six clear approaches to paper investing. Explore the methodology before you decide what to follow.
- Growth
DefensiveDefensive Shield
Reduce equity sensitivity through high-quality fixed income and defensive assets.
- Low to moderate risk
- Horizon
- 3+ years
- Target cash weight
- 5%
CoreGlobal Core
Broad, low-complexity core allocation for diversified long-term equity exposure.
- Moderate risk
- Horizon
- 7+ years
IncomeGlobal Dividend
Seek durable dividend income combined with quality and long-term capital appreciation.
- Moderate risk
- Horizon
- 5+ years
GrowthGrowth Leaders
Target durable growth, competitive positioning and attractive reinvestment opportunities.
- High risk
- Horizon
- 5+ years
QualityQuality Compounders
Focus on financially strong companies with durable economics, profitability, balance-sheet quality and compounding characteristics.
- Moderate to high risk
- Horizon
- 7+ years