Invest and profit confidently while making a positive impact.
Our ready-made «Impactful» portfolio is designed to help you achieve your financial goals.
Without harming the environment, and in accordance with socially responsible investment principles.
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Employees of these companies use our Portfolio:
Impactful Portfolio
Asset Allocation
Financial wellbeing is about feeling safe and in control of your finances. It’s knowing that you can pay the bills today, can deal with unexpected situations (emergencies), and are on track for a wealthy future.
US ETFs
US Stocks
EU Stocks
EMEA Stocks
Cash Allocation
Portfolio Goal
Financial wellbeing is about feeling safe and in control of your finances. It’s knowing that you can pay the bills today, can deal with unexpected situations (emergencies), and are on track for a wealthy future.
Creation of constant cash-flow to facilitate growth in the amount of assets held in individual investment portfolios.
#FinancialWellbeing
Benefits of using an actively curated portfolio
- Diversified
The portfolios invest into multiple markets which means your money will be spread across different assets classes as well as exposure to countries around the world.
- Transparent
You will be able to see how the investments are performing from your data sheet, 24/7.
All changes to the portfolio (buy/sell) are available in the changelog and you will also be immediately alerted.
- Cost Efficient
You won’t find any cheaper active managed portfolios. Your Spotify account is probably more expensive, and we love Spotify. Here’s our favourite playlist.
Is this portoflio for me?
The Impactful Portfolio is ideal for you if...
- You want to invest but aren’t sure where to start
- You don’t have the time or interest to choose your own investments
- You want to control your portfolio by yourself
- Your investment horizon is 5+ years
- Invest in companies that take care of the environment
- Benefit from the research performed by our financial experts
- All information provided is backed by data
Methodology
Goal Setting
- Defining Investment Objectives
- Strategy Development
- Selecting the Asset Classes
Multi-Layered Research
- Data Extraction
- Due Diligence
- Asset Allocation Variants
Optimization
- Backtesting
- Risk Checks
- Final Asset Allocation
Investing
- Market Monitoring
- Active Management
- Execution Guidance
Pricing
Impactful Portfolio Unlimited Access
$9.99 / Month
Billed annually (upfront)
- Asset Allocation Overview
- Buy/Sell Notifications
- Strategy Change Updates
- Community Access
- Market research updates via e-mail
Tolu Uklimekci
Lead Analyst
FAQ
Goal Setting
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Goal Setting
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Goal Setting
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