What Assets are Raise Investment Actually Investing In?
Raise Investment is structured to provide diversified exposure to various asset classes designed for long-term growth and risk management. The portfolio follows a strategic buy-and-hold approach and is primarily allocated across:
- Public Equities: Stocks from established companies, providing broad market such as the S&P 500 provide exposure and long-term capital appreciation.
- Leveraged Equity Exposure: A strategically managed position in long-term equity markets, designed to optimize growth potential over time.
- Alternative Investments: Select alternative assets that help manage volatility and diversify risk.
- Vanguard's Total Stock Market Index Fund: The VTI buys the US stock market - all of it. When you own a piece of every company, as America's economy expands, so too does your wealth.
- Downside-Protected ETFs: Certain structured ETFs are incorporated to provide market participation while limiting potential downside risk.
- Cash Reserves: A portion of funds may be held in cash for liquidity and strategic rebalancing.
Investment Strategy
Raise Investment operates on a disciplined buy-and-hold philosophy, ensuring long-term portfolio stability while maximizing compounding benefits. The approach balances growth with structured downside protection to help investors navigate various market conditions.
Why It Matters
Understanding the asset allocation helps investors make informed decisions about their financial goals and risk tolerance. By incorporating a mix of asset classes, Raise Investment aims to optimize growth while mitigating excessive risk.
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