Market: net portfolio value, quick actions, portfolio performance and insights
Showcase: for new investors, REITs, the balanced path and fixed income
Available portfolios: choose the right strategy for you
Automate your investments with intelligence: how it works
For new investors

Automated portfolio

For new investors

Low complexityDiversified
A steady first step

Picked by our strategy team as the starting point for investors new to stocks.

Return in 2026+6.4%
S&P 500 in 2026+8.1%

Period: Jan to Aug 2026. Investments carry market risk. Past performance does not guarantee future results.

Strategy

Moderate riskUS stocksLong term

Five large, established US companies with equal weights. Our team reviews the portfolio every month and rebalances when the market shifts, so you don't have to follow every movement. Made for investors starting in stocks who want steady growth and lower volatility.

See the report for important disclosures, analyst certifications and other information.

Current composition

5 assets

Apple Inc.AAPL20%of the portfolio
Microsoft Corp.MSFT20%of the portfolio
Johnson & JohnsonJNJ20%of the portfolio
Procter & GamblePG20%of the portfolio
The Coca-Cola Co.KO20%of the portfolio

Who manages it

US Equity Strategy team

Selects and rebalances the Automated portfolios for US stocks. Over 15 years managing equity strategies.

Amounts and costs

First investmentFrom US$ 500.00
Additional investmentFrom US$ 100.00
Estimated costs0.5% brokerage on purchases, plus exchange fees

Timeline

Investment date
Settlement date
RebalancingAs recommended
Amount

For new investors

How much do you want to invest?

Available to invest: US$ 12,480.00

US$
Minimum: US$ 500.00

Keep enough balance in your account on the settlement date. We debit your account within one business day after you confirm.

Review

Summary

Review and confirm your investment

Read all the details and terms before you invest.

PortfolioFor new investors
Amount
Estimated fees
Investment date
Settlement date

Current composition

5 assets, 20% each

Share quantities update once the purchase is complete.

Investment confirmed

You're invested

PortfolioFor new investors
Amount