InvestUSA

InvestUSA is a convenient way to manage and grow your finances. Make informed decisions strategically across key markets with ease.

• Convenience: 24/7 access to a tactical asset allocation strategy customized to your unique circumstances
• MGN Portfolio: Get sophisticated investment opportunities traditionally reserved to high net worth investors
• Save Money: One-time fee apps to help manage your money throughout your whole life
• Save Time: Recommended ETFs are the best 3, 5, 10 & 15-Year annualized returns of each asset class
• Truly Simple: Build a pension style portfolio in a few simple steps
• Trusted Brands: Asset managers have billions of assets under management
• Unbiased AI: Focused on creating the most powerful risk-adjust return

Rebalancing

To make your investment journey easier, stocks have been labelled in green and bonds in grey. Rebalance your accounts at your discretion to follow a tactical asset allocation strategy. This can be monthly, quarterly or annually. Generally speaking, the more frequently you rebalance, the safer your money will likely be. Trusting your intuition and considering investment trading fees (if any), will help you determine how often you should rebalance. It wouldn’t be unreasonable to only rebalance once a year using the recommendations from the app. Please know, however, the app is updated at least once a month to reflect the current market. Rebalancing your investment portfolio helps maintain your desired asset allocation and risk tolerance. This ensures that market fluctuations don’t skew your original investment strategy, allowing you to stay aligned with your financial goals over time.

First Time Users

To make your investment journey easier, stocks have been labelled in green and bonds in grey. Make sure none of the inputs have red text.

STEP 1:

• Input current age, retirement age and life expectancy

STEP 2:

• Input your current investment total in Deposit

STEP 3:

Choose 1 of 3 investment solutions:

• Purchase an all-in-one investment portfolio (Top Left)

• Purchase 2 fund Equities and Fixed income portfolio (Top Center and Right)

• Purchase a diversified portfolio using the left and/or right ETF of each asset class (Lower)

Returning Users

The 4 best ETFs to choose from are listed in the rebalancer under the portfolio heading.

STEP 1:

• Input current age, retirement age and life expectancy

STEP 2:

• Input current investments by asset class
• Input new contributions into Deposit or Withdrawal

STEP 3:

Follow current investment strategy :

• Buy/Sell the all-in-one investment recommendation (Top Left)

• Buy/Sell the 2 fund Equities and Fixed income portfolio recommendation (Top Center and Right)

• Buy/Sell the diversified portfolio using the left and/or right ETF of each asset class by selling (-) or buying (+) your an ETF of that asset class

Pro Tips:

• There are 4 ETFs to choose from in the rebalancer
• If you don’t like an asset class, replace the recommendation with the appropriate IOO/BNDW
• Buy multiple ETFs if an asset class recommends more than 25%