Innovative Technology

The Innovative Technology portfolio invests in pioneer companies set to transform the future economy and society.

Table of Contents

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

Additional Resources

Innovative Technology Portfolio Disclosure

Allocations as of Feb. 27, 2025

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.

Innovative Technology

The Innovative Technology portfolio invests in pioneer companies set to transform the future economy and society.
  • Edited 6 days ago

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The best of people are those who benefit others the most

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. 

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Our firm's Motto:

The best of people are those who benefit others the most

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

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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