Portfolios - Interactive Advisors

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We provide low-cost access to well-diversified portfolios using data from industry-leading providers and our own investment team as well as a curated selection of talented investment managers who have a mandate to pursue enhanced returns. You’re always free to switch your portfolios, whenever you want, without fees or penalties.

Benefits of portfolios with us

Curated

Only registered investment advisors and hedge fund managers

Suitable

A risk score for every portfolio to ensure it is suitable for you

Monitored

Our systems and people monitor your investments

Co-invested

Traded at the same time and same price as the manager

Lower costs

0.08% to 1.5% management fee

Ease of buying

Ability to buy and sell easily online and by phone

Sort by:

Portfolio name Sharpe ratio Risk score Performance (365 days)

6.8%

365 days

Performance

Cost

Keywords

1.56

Sharpe ratio

0.8%

90 days

$20,000

Minimum investment

0.75%

Management fee

low volatility, bond ETFs, small and mid cap dividend stocks

24.2%

365 days

Performance

Cost

Keywords

1.56

Sharpe ratio

5.3%

90 days

$22,500

Minimum investment

0.75%

Management fee

concentrated, long term view, fundamental analysis, mid cap stocks

16.9%

365 days

Performance

Cost

Keywords

1.55

Sharpe ratio

2.4%

90 days

$25,000

Minimum investment

1.25%

Management fee

value investing, fundamental analysis

29.8%

365 days

Performance

Cost

Keywords

1.38

Sharpe ratio

7.3%

90 days

$1,000

Minimum investment

0.20%

Management fee

technology, large and mid cap stocks

20.0%

365 days

Performance

Cost

Keywords

1.31

Sharpe ratio

5.1%

90 days

$1,000

Minimum investment

0.20%

Management fee

financial services, large and mid cap stocks

23.9%

365 days

Performance

Cost

Keywords

1.29

Sharpe ratio

7.5%

90 days

$10,000

Minimum investment

1.50%

Management fee

fundamental analysis, competitive advantages, market opportunity

12.1%

365 days

Performance

Cost

Keywords

1.27

Sharpe ratio

2.7%

90 days

$1,000

Minimum investment

0.10%

Management fee

tactical asset allocation, index ETFs

15.6%

365 days

Performance

Cost

Keywords

1.23

Sharpe ratio

2.7%

90 days

$1,000

Minimum investment

0.20%

Management fee

utilities, large and mid cap stocks

20.6%

365 days

Performance

Cost

Keywords

1.19

Sharpe ratio

7.7%

90 days

$20,000

Minimum investment

1.50%

Management fee

generational and demographic shifts, 4 to 5 themes, 3 to 5 year time horizon

19.3%

365 days

Performance

Cost

Keywords

1.13

Sharpe ratio

3.7%

90 days

$1,000

Minimum investment

0.08%

Management fee

large and mid cap growth stocks

15.5%

365 days

Performance

Cost

Keywords

1.10

Sharpe ratio

3.4%

90 days

$1,000

Minimum investment

0.20%

Management fee

large and mid cap growth stocks

17.4%

365 days

Performance

Cost

Keywords

1.09

Sharpe ratio

5.3%

90 days

$1,000

Minimum investment

0.20%

Management fee

large cap stocks

17.3%

365 days

Performance

Cost

Keywords

1.06

Sharpe ratio

5.2%

90 days

$50,000

Minimum investment

1.00%

Management fee

diversified, tactical investing, domestic and international

11.7%

365 days

Performance

Cost

Keywords

1.05

Sharpe ratio

3.1%

90 days

$20,000

Minimum investment

1.50%

Management fee

dividend stocks, the next decade and beyond

8.0%

365 days

Performance

Cost

Keywords

1.03

Sharpe ratio

0.4%

90 days

$10,000

Minimum investment

1.00%

Management fee

global tactical strategy, undervalued asset classes, risk management focus

14.9%

365 days

Performance

Cost

Keywords

1.01

Sharpe ratio

3.0%

90 days

$1,000

Minimum investment

0.08%

Management fee

large and mid cap quality stocks

21.3%

365 days

Performance

Cost

Keywords

1.00

Sharpe ratio

13.7%

90 days

$30,000

Minimum investment

1.00%

Management fee

small cap, fundamental analysis

15.8%

365 days

Performance

Cost

Keywords

1.00

Sharpe ratio

1.0%

90 days

$1,000

Minimum investment

0.20%

Management fee

real estate, all property sectors

13.8%

365 days

Performance

Cost

Keywords

0.98

Sharpe ratio

3.8%

90 days

$1,000

Minimum investment

0.20%

Management fee

all cap growth stocks

15.8%

365 days

Performance

Cost

Keywords

0.98

Sharpe ratio

4.7%

90 days

$1,000

Minimum investment

0.08%

Management fee

large and mid cap stocks

13.0%

365 days

Performance

Cost

Keywords

0.98

Sharpe ratio

4.2%

90 days

$1,000

Minimum investment

0.10%

Management fee

tactical asset allocation, index ETFs

11.3%

365 days

Performance

Cost

Keywords

0.97

Sharpe ratio

4.5%

90 days

$1,000

Minimum investment

0.10%

Management fee

diversified, stocks and bonds, ETFs

8.4%

365 days

Performance

Cost

Keywords

0.95

Sharpe ratio

3.3%

90 days

$1,000

Minimum investment

0.10%

Management fee

alternatives, stocks and bonds, ETFs

15.0%

365 days

Performance

Cost

Keywords

0.92

Sharpe ratio

10.8%

90 days

$10,000

Minimum investment

0.80%

Management fee

proprietary asset allocation

15.6%

365 days

Performance

Cost

Keywords

0.90

Sharpe ratio

0.2%

90 days

$1,000

Minimum investment

0.20%

Management fee

consumer discretionary, large and mid cap stocks

16.8%

365 days

Performance

Cost

Keywords

0.90

Sharpe ratio

4.4%

90 days

$1,000

Minimum investment

0.20%

Management fee

producer durables, large and mid cap stocks

15.2%

365 days

Performance

Cost

Keywords

0.81

Sharpe ratio

4.5%

90 days

$120,000

Minimum investment

1.50%

Management fee

aggressive, computer algorithms to identify mispriced large cap stocks

11.4%

365 days

Performance

Cost

Keywords

0.81

Sharpe ratio

3.6%

90 days

$1,000

Minimum investment

0.20%

Management fee

consumer staples, large and mid cap stocks

15.3%

365 days

Performance

Cost

Keywords

0.77

Sharpe ratio

7.0%

90 days

$20,000

Minimum investment

1.00%

Management fee

conservative, large cap dividend stocks or stock buybacks

12.1%

365 days

Performance

Cost

Keywords

0.72

Sharpe ratio

4.6%

90 days

$10,000

Minimum investment

0.50%

Management fee

diversified, fundamental analysis, growth with moderate risk, ETFs primarily

13.2%

365 days

Performance

Cost

Keywords

0.71

Sharpe ratio

5.2%

90 days

$1,000

Minimum investment

0.20%

Management fee

extract or process raw materials, large and mid cap stocks

11.8%

365 days

Performance

Cost

Keywords

0.71

Sharpe ratio

6.4%

90 days

$1,000

Minimum investment

0.08%

Management fee

large and mid cap dividend stocks

11.8%

365 days

Performance

Cost

Keywords

0.70

Sharpe ratio

2.5%

90 days

$20,000

Minimum investment

0.50%

Management fee

diversified, fundamental analysis, growth with moderate risk

8.3%

365 days

Performance

Cost

Keywords

0.66

Sharpe ratio

2.4%

90 days

$10,000

Minimum investment

1.00%

Management fee

asset allocation, non-traditional asset classes

13.7%

365 days

Performance

Cost

Keywords

0.63

Sharpe ratio

4.9%

90 days

$30,000

Minimum investment

1.00%

Management fee

science and technology, fundamental analysis, stocks and ADRs

11.6%

365 days

Performance

Cost

Keywords

0.62

Sharpe ratio

-5.8%

90 days

$10,000

Minimum investment

1.50%

Management fee

fundamental analysis, strategic competitive advantages

11.6%

365 days

Performance

Cost

Keywords

0.59

Sharpe ratio

9.1%

90 days

$1,000

Minimum investment

0.08%

Management fee

large and mid cap value stocks

10.6%

365 days

Performance

Cost

Keywords

0.56

Sharpe ratio

8.9%

90 days

$1,000

Minimum investment

0.11%

Management fee

small and mid cap dividend stocks

16.1%

365 days

Performance

Cost

Keywords

0.55

Sharpe ratio

0.0%

90 days

$50,000

Minimum investment

1.00%

Management fee

across market sectors, industries and market capitalization ranges

13.6%

365 days

Performance

Cost

Keywords

0.54

Sharpe ratio

12.4%

90 days

$20,000

Minimum investment

1.00%

Management fee

concentrated, macroeconomic view, conservative discounted cash flow

9.6%

365 days

Performance

Cost

Keywords

0.51

Sharpe ratio

5.1%

90 days

$35,000

Minimum investment

1.00%

Management fee

fundamental analysis, small cap stocks and ADRs

8.6%

365 days

Performance

Cost

Keywords

0.51

Sharpe ratio

3.0%

90 days

$10,000

Minimum investment

1.00%

Management fee

technical trading, actively trade index ETFs

9.2%

365 days

Performance

Cost

Keywords

0.50

Sharpe ratio

9.6%

90 days

$1,000

Minimum investment

0.20%

Management fee

medical and healthcare, large and mid cap stocks

11.8%

365 days

Performance

Cost

Keywords

0.50

Sharpe ratio

2.2%

90 days

$20,000

Minimum investment

1.00%

Management fee

fundamental analysis, growth over multiple economic cycles

10.1%

365 days

Performance

Cost

Keywords

0.48

Sharpe ratio

8.7%

90 days

$1,000

Minimum investment

0.11%

Management fee

small cap value stocks

9.8%

365 days

Performance

Cost

Keywords

0.47

Sharpe ratio

6.0%

90 days

$1,000

Minimum investment

0.11%

Management fee

small and mid cap growth stocks

9.0%

365 days

Performance

Cost

Keywords

0.46

Sharpe ratio

6.3%

90 days

$1,000

Minimum investment

0.11%

Management fee

small and mid cap quality stocks

8.1%

365 days

Performance

Cost

Keywords

0.44

Sharpe ratio

6.1%

90 days

$15,000

Minimum investment

1.00%

Management fee

economic cycle, geopolitical events, fundamental analysis

9.2%

365 days

Performance

Cost

Keywords

0.43

Sharpe ratio

7.3%

90 days

$1,000

Minimum investment

0.11%

Management fee

small and mid cap stocks

5.4%

365 days

Performance

Cost

Keywords

0.25

Sharpe ratio

-3.2%

90 days

$10,000

Minimum investment

1.50%

Management fee

fundamental analysis, corporate events, arbitrage

2.5%

365 days

Performance

Cost

Keywords

0.10

Sharpe ratio

4.3%

90 days

$20,000

Minimum investment

0.75%

Management fee

global equity, risk management focus

1.5%

365 days

Performance

Cost

Keywords

0.00

Sharpe ratio

5.9%

90 days

$20,000

Minimum investment

1.00%

Management fee

healthcare, medical technology, mostly mid cap stocks

-9.2%

365 days

Performance

Cost

Keywords

-0.50

Sharpe ratio

0.9%

90 days

$1,000

Minimum investment

0.20%

Management fee

energy, large and mid cap stocks

-1.2%

365 days

Performance

Cost

Keywords

-0.58

Sharpe ratio

-1.4%

90 days

$15,000

Minimum investment

0.75%

Management fee

global asset allocation, Ivy league endowment strategy

-4.8%

365 days

Performance

Cost

Keywords

-0.68

Sharpe ratio

0.5%

90 days

$10,000

Minimum investment

1.00%

Management fee

potential takeover targets

-4.8%

365 days

Performance

Cost

Keywords

-1.31

Sharpe ratio

-0.8%

90 days

$10,000

Minimum investment

1.50%

Management fee

concentrated, fundamental analysis, large and mid cap stocks

The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

Performance

Cost

Keywords

Sharpe ratio

14.2%

90 days

$20,000

Minimum investment

1.50%

Management fee

fundamental analysis, concentrated exposure

Global X believes that China warrants a more nuanced investment approach like sector investing. This portfolio provides exposure to China utilizing a segmented and processed approach with a tilt towards the growthier, “new” economy that is being driven by the shift to a consumer led economy. The ...

Performance

Cost

Keywords

Sharpe ratio

1.9%

90 days

$1,000

Minimum investment

0.10%

Management fee

new consumer led businesses in China

The Global X Equity Thematic Disruptors ETF Model Portfolio is a growth-focused equity allocation portfolio using Global X and third-party ETFs.

Performance

Cost

Keywords

Sharpe ratio

5.7%

90 days

$1,000

Minimum investment

0.10%

Management fee

growth and disruption, ETFs

The Clean Energy Portfolio is designed to invest in US companies that are leading the transition from fossil fuels to clean energy. These companies make use of alternative energy sources, as well as efficient, renewable and clean technologies for power generation and transmission.

Performance

Cost

Keywords

Sharpe ratio

90 days

$1,000

Minimum investment

0.11%

Management fee

good environmental score, clean energy, socially responsible investing

The Clean Technology portfolio is designed to invest in US companies that develop products that directly or indirectly reduce harmful environmental impact. These products and technologies help increase energy efficiency, reduce water and energy usage, and improve the quality of air and water.

Performance

Cost

Keywords

Sharpe ratio

90 days

$1,000

Minimum investment

0.11%

Management fee

good environmental score, clean technology, socially responsible investing

The ESG Broad Market portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors while delivering return and risk characteristics of large and mid cap stocks within the US equity market.

Performance

Cost

Keywords

Sharpe ratio

5.1%

90 days

$1,000

Minimum investment

0.11%

Management fee

good ESG scores, large and mid cap stocks

The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market.

Performance

Cost

Keywords

Sharpe ratio

6.3%

90 days

$1,000

Minimum investment

0.11%

Management fee

good ESG scores, large and mid cap dividend stocks

The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.

Performance

Cost

Keywords

Sharpe ratio

3.5%

90 days

$1,000

Minimum investment

0.11%

Management fee

good ESG scores, large and mid cap growth stocks

The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market.

Performance

Cost

Keywords

Sharpe ratio

3.7%

90 days

$1,000

Minimum investment

0.11%

Management fee

good ESG scores, large and mid cap quality stocks

The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market.

Performance

Cost

Keywords

Sharpe ratio

7.9%

90 days

$1,000

Minimum investment

0.11%

Management fee

good ESG scores, large and mid cap value stocks

The Fair Labor Portfolio is designed to invest in US companies with processes and policies in place against abusive labor practices. These companies have not been involved in any wages and working conditions controversies recently. They also have processes in place to monitor breaches in their su...

Performance

Cost

Keywords

Sharpe ratio

90 days

$1,000

Minimum investment

0.11%

Management fee

good social score, fair labor, socially responsible investing

The Good Business Ethics Portfolio is designed to invest in US companies with a reputation for honest dealing, ethical behavior and integrity as well as a code of ethics to set standards of behavior across the workforce.

Performance

Cost

Keywords

Sharpe ratio

90 days

$1,000

Minimum investment

0.11%

Management fee

good social score, good business ethics, socially responsible investing

The Low Greenhouse Emissions Portfolio is designed to invest in US companies that have low direct and indirect greenhouse emissions. These companies are committed to further reducing emissions and aim to have a low carbon footprint.

Performance

Cost

Keywords

Sharpe ratio

90 days

$1,000

Minimum investment

0.11%

Management fee

good environmental score, low greenhouse emissions, socially responsible investing

The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.

Performance

Cost

Keywords

Sharpe ratio

90 days

$1,000

Minimum investment

0.11%

Management fee

good social score, workforce diversity, socially responsible investing

Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital p...

Performance

Cost

Keywords

Sharpe ratio

6.1%

90 days

$20,000

Minimum investment

0.50%

Management fee

business with competitive advantage over the long term

The Legg Mason Global Growth and Income Portfolio is a diversified equity portfolio which uses a combination of Legg Mason Exchange Traded Funds in order to meet its objectives of balancing growth, income, and portfolio risk. The portfolio seeks to provide a balanced exposure across growth, valu...

Performance

Cost

Keywords

Sharpe ratio

2.5%

90 days

$1,000

Minimum investment

0.10%

Management fee

diversified equity, balancing growth, income and risk, ETFs

STA employs an enhanced version of the Active Combined Asset strategy outlined in Dick Stoken’s book, Survival of the Fittest for Investors. This tactical asset allocation strategy is designed to perform well during all market and geopolitical environments, and to protect investors from significa...

Performance

Cost

Keywords

Sharpe ratio

0.3%

90 days

$10,000

Minimum investment

0.75%

Management fee

active combined asset strategy, across a whole market cycle

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