Introducing five meticulously curated ETF-based portfolios

Catering to various risk appetites and investment goals.

Risk Level

Conservative

Investment Strategy

Focused on generating consistent income through a diversified mix of fixed-income ETFs, this portfolio aims to provide stability and reduce volatility.

Objective

To deliver regular income with low risk, ideal for investors prioritising capital preservation and steady income streams over the long term.

Time Horizon

Short-to-medium- term (3-5 years). Designed for investors seeking consistent returns in a shorter time frame.

Asset Allocation

Primarily fixed-income ETFs with a global scope.

Management Fees

No management fees charged by eToro*.

*Other fees apply. For more information, visit etoro.com/trading/fees . Past performance is not an indication of future results.

Core-Income

Methodology

This portfolio, focused on fixed-income ETFs, aims for stable, regular income suited for conservative investors. Prioritising government and corporate bonds, it offers minimal risk and reliability for those seeking steady income.

Strategic Asset Allocation — Focuses on long-term, structural trends impacting client goals and risk tolerances, ensuring the portfolio's alignment with conservative income generation objectives.
Tactical Asset Allocation — Adapts to market shifts with a nimble approach to asset selection, integrating qualitative assessments for a forward-looking market and economic outlook.
Adapting to Changing Market Conditions — Involves continuous market monitoring to dynamically adjust portfolio allocations, maintaining the portfolio's alignment with strategic income goals amid economic fluctuations.
Selecting from a breadth of ETFs — Involves a meticulous evaluation of the global iShares ETF universe, selecting ETFs for their low cost and targeted exposures, with a preference for those offering tight tracking errors and high liquidity.

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Characteristics

Conservative risk tolerance, preference for stability and consistent income, longer investment horizon.

Demographic

Conservative investors of any age who prefer a low-volatility investment path to gradually build or preserve wealth, ensuring financial security and peace of mind.

Rebalance frequency

The portfolio is expected to be rebalanced between 4–6 times a year, ensuring it remains aligned with current market conditions and investment objectives.

Asset allocation

The portfolio primarily includes iShares ETFs, leveraging their strategic fit and performance track record, unless an iShares ETF option is not available, in which case an alternative ETF/asset may be selected to maintain the portfolio's integrity and alignment with its goals.

Past performance is not an indication of future results

Risk Level

Low to Moderate

Investment Strategy

Combining a diversified mix of fixed-income ETFs and equities ETFs, this portfolio aims for stable growth with lower volatility, prioritising long-term wealth preservation.

Objective

To offer a stable investment solution with low to moderate risk, perfect for those looking to build wealth steadily with minimal fluctuations.

Time Horizon

Medium-term (5–7 years). ideal for investors seeking a mix of stability and potential growth over a medium time frame.

Asset Allocation

A balanced mix of global equities and fixed-income ETFs, ensuring broad diversification and risk management.

Management Fees

No management fees charged by eToro*.

*Other fees apply. For more information, visit etoro.com/trading/fees . Past performance is not an indication of future results.

Core-Stability

Methodology

This portfolio is tailored for conservative investors seeking balanced growth with minimal volatility. This strategy integrates a traditional investment approach with modern market insights to balance security and performance effectively.

Strategic Asset Allocation — Targets long-term trends and their effects on client objectives and risk tolerance, aligning with goals for balanced growth and security.
Tactical Asset Allocation — Responds to market changes with flexible allocations across sectors, countries, and styles, incorporating both quantitative signals and qualitative insights for a proactive market stance.
Adapting to Changing Market Conditions — Continuously monitors market dynamics to adjust allocations as needed, ensuring the portfolio remains aligned with strategic objectives amid evolving economic landscapes.
Selecting from a breadth of ETFs — Rigorously assesses the iShares ETF universe for options that offer low costs, targeted exposures, and high liquidity, with a focus on ETFs that maintain tight tracking errors for optimal performance.

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Characteristics

Balanced growth focus, blending stability and potential returns, tailored for moderate risk tolerance and a medium-to-long-term investment horizon.

Demographic

Suitable for conservative investors of all ages seeking a stable, low-volatility path for wealth preservation and gradual growth.

Rebalance frequency

The portfolio is expected to be rebalanced between 4–6 times a year, ensuring it remains aligned with current market conditions and investment objectives.

Asset allocation

Past performance is not an indication of future results

Risk Level

Moderate

Investment Strategy

This multi-asset portfolio, built entirely from a diversified mix of fixed-income and equity ETFs, embraces global diversification to target balanced growth, focusing on equities and bonds to mitigate risk and enhance returns.

Objective

To achieve steady growth with moderate risk, suitable for long-term investors seeking a balanced investment approach.

Time Horizon

Medium- to long-term (5+ years). Suitable for investors planning for growth with a reasonable time horizon to mitigate volatility.

Asset Allocation

A mix of global equities and fixed-income ETFs, enhanced with select alternative assets for optimal diversification.

Management Fees

No management fees charged by eToro*.

*Other fees apply. For more information, visit etoro.com/trading/fees . Past performance is not an indication of future results.

Core-Moderate

Methodology

This all-ETF portfolio combines equities, fixed income, and alternatives, crafted to align with its moderate risk profile. Equity ETFs aim for growth, fixed-income ETFs bring stability, and alternatives ETFs add diversification. This strategic blend is designed to meet the portfolio's moderate risk and return objectives.

Strategic Asset Allocation — Long-term, structural trends and their impact on client goals and risk tolerances.
Tactical Asset Allocation — Adapts to market shifts with a flexible sector, country, and style allocation and incorporates qualitative assessments with a forward-looking perspective on market outlook and economic trends.
Adapting to Changing Market Conditions — Ongoing monitoring of markets to adjust views and allocations dynamically.
Selecting from a breadth of ETFs — Conduct diligent evaluation of the global iShares ETFs universe. Focus on ETFs that demonstrate low costs and provide targeted exposures across various countries, sectors, and factors.

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Characteristics

Moderate risk tolerance, seeking balanced growth, willingness to take on some risk for potential returns, focus on long-term financial goals.

Demographic

Tailored for individuals who desire mostly predictable growth, but are willing to take on calculated risks in exchange for potential returns, this balanced strategy could be a good fit for those seeking to build wealth steadily over time.

Rebalance frequency

The portfolio is expected to be rebalanced between 4–6 times a year, ensuring it remains aligned with current market conditions and investment objectives.

Asset allocation

Past performance is not an indication of future results

Risk Level

High

Investment Strategy

This ETF-based portfolio targets aggressive growth by investing primarily in global equities, including emerging markets and sectors with high growth potential.

Objective

To maximise capital growth with a higher risk tolerance, appealing to investors seeking significant returns over the long term.

Time Horizon

Long-term (7+ years). Best suited for those with a longer investment horizon willing to embrace market volatility for higher potential gains.

Asset Allocation

Predominantly global equities ETFs, with a portion in high-growth sectors and emerging markets for aggressive growth and diversification.

Management Fees

No management fees charged by eToro*.

*Other fees apply. For more information, visit etoro.com/trading/fees . Past performance is not an indication of future results.

Core-Dynamic

Methodology

This portfolio is designed for investors aiming for high growth. Focused on capital appreciation, seeking higher returns through aggressive growth strategies and a blend of advanced investment techniques aligned with current market dynamics, catering to those with an appetite for higher risk in pursuit of substantial gains.

Strategic Asset Allocation — Focuses on long-term structural trends to align with investor goals and risk tolerances, considering risk tolerance, liquidity needs and investment horizon.
Tactical Asset Allocation — Adjusts to market variations with flexible allocations across sectors, countries, and styles, using quantitative and qualitative assessments for a forward-looking view on market and economic trends.
Adapting to Changing Market Conditions — Actively monitors market shifts to dynamically refine views and allocations, ensuring the portfolio stays in line with strategic investment aims and real-world economic shifts.
Selecting from a breadth of ETFs — Rigorously assesses the iShares ETF universe for options that offer low costs, targeted exposures, and high liquidity.

More information

Characteristics

High growth focus, emphasising capital appreciation and potential high returns, designed for a high risk tolerance and a long-term investment horizon.

Demographic

Ideal for aggressive investors of any age aiming for substantial growth, willing to accept higher volatility for the chance of significant capital gains.

Rebalance frequency

The portfolio is expected to be rebalanced between 4–6 times a year, ensuring it remains aligned with current market conditions and investment objectives.

Asset allocation

Past performance is not an indication of future results

Risk Level

Very high

Investment Strategy

This ETF-based portfolio, focused exclusively on equities, seeks maximal growth opportunities in both developed and emerging equity markets.

Objective

Aimed at achieving high capital growth by embracing very high risk, targeting investors with a deep understanding of equity markets.

Time Horizon

Long-term (10+ years). Suitable for investors with a long-term perspective and a high tolerance for volatility.

Asset Allocation

A comprehensive selection of equity ETFs spanning global markets, emphasising sectors with the highest growth potential and diversification.

Management Fees

No management fees charged by eToro*.

*Other fees apply. For more information, visit etoro.com/trading/fees . Past performance is not an indication of future results.

Core-Equity

Methodology

This portfolio offers an aggressive growth-focused investment approach. It is tailored for investors seeking maximum capital growth, providing a diversified investment solution that focuses on high-growth opportunities through a selection of quality equity ETFs.

Strategic Asset Allocation — Concentrates on long-term, structural trends to align with investor objectives and risk preferences.
Tactical Asset Allocation — Adapts to market changes with flexible allocations across various sectors, countries, and styles.
Adapting to Changing Market Conditions — Continually monitors market developments to adjust allocations dynamically, ensuring the portfolio remains in sync with strategic goals and the evolving economic landscape.
Selecting from a breadth of ETFs — Rigorously assesses the iShares ETF universe for options that offer low costs, targeted exposures, and high liquidity.

More information

Characteristics

Focused on maximum capital growth, this portfolio emphasises aggressive equity investments for very high risk tolerance, aiming for long-term capital appreciation with a readiness to embrace significant risk.

Demographic

Suited for investors and experienced traders seeking substantial growth, targeting those prepared for high volatility in pursuit of significant capital gains.

Rebalance frequency

The portfolio is expected to be rebalanced between 4–6 times a year, ensuring it remains aligned with current market conditions and investment objectives.

Asset allocation

Past performance is not an indication of future results