Goldman Sachs Smart Beta

The Smart Beta portfolio invests more heavily in companies based on trends with the potential to outperform the broader market over the long term.

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These companies have at least one of the following characteristics: 1) they’re cheap relative to their accounting value, 2) they tend to be sustainably profitable over time, 3) their returns are relatively low in volatility and/or 4) they’ve been trending strongly upward in price. (These characteristics are often referred to as Smart Beta factors.) While this portfolio maintains broad diversification and can lead to higher potential long-term gains, it will also be exposed to a greater risk of periodic losses.

Who it’s for

Investors seeking greater growth potential

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Goldman Sachs Smart Beta Portfolio Strategy Disclosure

Allocations as of Feb. 27, 2025

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.

Goldman Sachs Smart Beta

The Smart Beta portfolio invests more heavily in companies based on trends with the potential to outperform the broader market over the long term.
  • Edited 6 days ago

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Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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