The Innovative Technology portfolio invests in pioneer companies set to transform the future economy and society. Invest in U.S. and global companies whose products and services are driving innovation through clean energy, semiconductors, robots, virtual reality, blockchain, and nanotechnology. It offers a diversified, low-cost approach to long-term investing with the potential to take advantage of the growth of new industries with increased exposure to risk.
Innovative Technology, High-Growth
Who is it for
Investors interested in the next generation of innovation
Holdings
Based on an allocation of 70% stocks, 30% bonds
High-Growth Innovation Stocks
KOMP14.4%
Int'l Developed Market Stocks
VEA19.3%
U.S. Total Stock Market
VTI24.7%
Int'l Emerging Market Stocks
VWO11.6%
U.S. High Quality Bonds
AGG9.8%
Int'l Developed Market Bonds
BNDX10.9%
Int'l Emerging Market Bonds
EMB5.5%
U.S. Short-Term Treasuries
GBILU.S. Short-Term High Quality Bonds
JPSTU.S. Inflation-Protected Bonds
VTIP3.8%
Allocations as of Mar. 31, 2022.
High-growth innovation stock exposure decreases with increasing bond allocation. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 70% stock, 30% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Blue Reef Capital may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.
Invested with benefits
Tax savings
Automated and optimized tax strategies help you earn more money over time.
Lower costs
Keep more money in your portfolio with low-cost exchange-traded funds (ETFs).
Adjusts automatically
Your investments are rebalanced as the market moves, with any dividends getting immediately reinvested.