Portfolio

Globally diversified, intelligently allocated

Every Smartly portfolio is built from low-cost ETFs across multiple asset classes, geographies, and currencies — engineered to match your risk profile.

Five asset classes

What's inside your portfolio

🌍 Developed Markets Equities

Broad exposure to large-cap stocks across the US, Europe, Japan, and Asia-Pacific developed economies. The growth engine of every portfolio.

🌱 Emerging Markets Equities

Higher-growth, higher-volatility exposure to China, India, Brazil, and other developing economies — for portfolios with longer time horizons.

🏛 Government Bonds

Investment-grade sovereign debt from stable developed markets. Provides stability and income during periods of equity volatility.

🏢 Corporate Bonds

Diversified high-grade corporate bonds offering slightly higher yields than sovereign debt, balanced against modest credit risk.

🏘 Real Estate (REITs)

Exposure to commercial property markets via diversified REITs — adding an inflation hedge and another non-correlated return stream.

💵 Cash / Money Market

A small cash buffer for liquidity, allowing for smooth rebalancing and quick withdrawal processing without forcing trades at inopportune moments.

Sample allocations

How allocations shift across risk profiles

Conservative portfolios lean towards bonds for stability. Aggressive portfolios tilt towards equities for higher long-term growth.

Risk 2 — Conservative

Lower volatility, focused on capital preservation. Suited to short time horizons (1-3 years) or low risk tolerance.

DM 15%
Govt 55%
Corp 20%
Developed Equities 15%
Emerging Equities 5%
Government Bonds 55%
Corporate Bonds 20%
REITs / Cash 5%

Risk 5 — Balanced

A blend of growth and stability. Suited to medium time horizons (5-7 years) and moderate risk tolerance.

DM 38%
EM 12%
Govt 30%
Corp
8%
Developed Equities 38%
Emerging Equities 12%
Government Bonds 30%
Corporate Bonds 12%
REITs 8%

Risk 9 — Aggressive Growth

Maximum long-term growth potential. Suited to long time horizons (10+ years) and high risk tolerance.

Developed 60%
EM 25%
REIT 10%
Developed Equities 60%
Emerging Equities 25%
Government Bonds 5%
REITs 10%

Sample allocations for illustration only. Actual ETF holdings and weightings may vary based on market conditions and ETF availability.

Find your portfolio match

Take our 5-minute risk assessment to see which of our 10 portfolios best fits your goals.