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Innovative Technology

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, relatively low-cost approach to long-term investing with the potential to take advantage of the growth of new industries with increased exposure to risk.
Who it's for
Investors interested in the next generation of innovation
Holdings

Based on an allocation of 90% stocks, 10% bonds
Innovative Technology Stocks
KOMP
18.10%
Int'l Developed Market Stocks
VEA
23%
U.S. Total Stock Market
VTI
41.50%
Int'l Emerging Market Stocks
VWO
7.30%
U.S. High Quality Bonds
AGG
7.10%
Int'l Developed Market Bonds
BNDX
1.50%
Int'l Emerging Market Bonds
EMB
1.40%
U.S. Short-Term Treasuries
GBIL
U.S. Short-Term High Quality Bonds
JPST
U.S. Inflation-Protected Bonds
STIP

Additional Resources

Innovative Technology Portfolio Disclosure

Allocations as of April 2, 2024

High-growth innovation stock exposure decreases with increasing bond allocation. Exposure to Innovative Technology Stocks increases the risk of loss due to adverse economic, business, or other developments that affect those industries or companies. Innovative Technology Stocks exposure decreases with increasing bond allocation. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment 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.

 

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