There are thousands of funds out there. Rather than trying to sort through the good and the bad yourself, we do this for you. Your portfolio is invested with some of the most prestigious funds and is diversified with thousands of underlying assets. Here are some of the areas you get exposure to:
Within this investment, you can find bundles of business, housing, and auto loans. These are unique investments that typically only big institutional investors invest in.
Growth stocks represent companies that are expected to grow at a higher rate relative to the rest of the stock market.
These are borrowings of companies that are paying a high-interest rate back to its lenders.
This is a large basket of government bonds, municipal bonds, and large company bonds.
These are stocks of some of the largest companies in the world. Think the Google's, Amazon's, and Apple's of the world.
These are stocks of companies that are located in countries that are expected to grow in the coming years.
These are stocks trading at a lower price than how the company's performance may otherwise indicate. Investing in a value stock attempts to take advantage of inefficiencies in the stock market.
These are loans to companies typically issued by banks and traded in the financial markets. These are typically traded by big banks and fund managers.
These are investments that are intended to reduce the risk of a major loss in your portfolio.
These investments are in real estate companies that own, operate, and finance real-estate holdings.
These are stocks of smaller companies that have the potential to grow.
Cryptocurrencies, like Bitcoin, are all the rage. A well-rounded portfolio could benefit from some exposure to crypto.
Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.