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Robo-Advisor model portfolios

A model portfolio is a collection of 5-8 exchange traded funds (ETFs) curated by Robo-Advisor based on a predefined investment strategy.

Each ETF in the model portfolio has its own weights, which are automatically adjusted during a rebalancing process once weights drift from initial targets.

Robo-Advisor instruments selection

The selection process includes:

  • Asset classes
  • Expected return
  • Geographies
  • Risk
  • Sectors
  • Diversification benefits of the individual instruments, and more