Welcome to a new era of investing with eToro! We’re really excited to finally share our latest innovation: a next-level Core portfolio series (not one, but five portfolios!) with active asset allocation provided by BlackRock.
For most investors, BlackRock needs no introduction, as they are one of the world’s leading providers of investment, advisory, and risk management solutions. By combining eToro’s innovative Smart Portfolio strategies with BlackRock’s asset allocation guidance, we’ve created an elevated institutional-grade investment experience.
Strengthen your core
A portfolio’s strength often lies in its diversity. But at the heart of your financial holdings are what’s called core investments, the foundation upon which you build by adding satellite investments.
The core-satellite concept is a well-known and market-tested approach to asset allocation. Satellite investments are assets with the potential to outperform market returns, allowing you to capitalise on emerging trends. But it’s the core investments which focus on the long term, striking the appropriate balance between stability and growth.
eToro’s Core series is more than just your average range of investment portfolios. These core-based strategies are tailored to every stage of your investment journey and designed to help you reach your financial goals. eToro, drawing on asset allocation guidance from BlackRock, has carefully constructed each portfolio with a type of investor in mind, according to their focus on growth/stability and risk appetite, while taking into account our modern global economy and changing market conditions.
Covering every goal at any stage
Whether you’re taking your first steps in the investment world or have plenty of experience under your belt, eToro’s Core Portfolios are designed to adapt to your financial goals while optimising performance. Let’s take a closer look at all five, with highlights of each.
Although risk levels vary from low to high, it’s important to note that these core strategies are all designed for long-term investing in order to reap their benefits.
Core Income: Stability meets opportunity
For the more conservative investor focused on stability and longevity, the Core Income portfolio is a great match. This portfolio is engineered to generate a steady and consistent income stream, making it suitable for those seeking a reliable source of income, for example, in retirement. Core Income aims to offer peace of mind and dependable returns in the long term.
- Risk tolerance: Conservative
- Strategy: To provide consistent income with a longer investment horizon. Exposure to a variety of fixed-income securities via ETFs; rebalanced regularly throughout the year.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
Core Stability: Balanced, steady growth
Balancing risk with opportunity, the Core Stability portfolio is designed with a cautious yet growth-oriented approach. Targeting diversified global opportunities, it’s a potentially ideal choice for investors aiming for steady growth while maintaining a moderate risk profile.
- Risk tolerance: Low to moderate
- Strategy: To balance growth and income, with a focus on long-term wealth accumulation. Exposure via ETFs to a mix of fixed-income securities as well as some equities; rebalanced regularly throughout the year.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
Core Moderate: The middle ground
Embrace the best of both worlds with the Core Moderate portfolio, which aims to give investors an optimal mix of risk and reward. Tailored for individuals who desire mostly predictable growth, but are willing to take on calculated risks in exchange for potential returns, this balanced strategy could be a good fit for those seeking to build wealth steadily over time.
- Risk tolerance: Moderate
- Strategy: To balance growth with some risk for potential returns, with a focus on long-term gains. Exposure via ETFs to a balanced mix of equities and fixed-income securities; rebalanced regularly throughout the year.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
Core Dynamic: Aiming higher
Geared towards the more adventurous investor, the Core Dynamic portfolio is for those who do not shy away from the opportunities found in market volatility. With a significant allocation to equities and a small portion of fixed income for balance, this more aggressive multi-asset option targets higher returns, making it suitable for those with a higher risk tolerance and a focus on long-term capital growth.
- Risk tolerance: Moderately high
- Strategy: To seek aggressive growth, enduring market volatility to maximise returns over the long term. Exposure via ETFs to a mix of equities as well as some fixed-income securities; rebalanced regularly throughout the year.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
Core Equity: Fortune favours the bold
If you have a deep understanding of equity markets and an appetite for significant growth, meet the Core Equity portfolio. Offering exposure to a diverse array of stocks, this portfolio is tailor-made for investors seeking long-term capital appreciation while willing to embrace a higher risk profile.
- Risk tolerance: High
- Strategy: To prioritise growth via significant risk, with a focus on long-term capital appreciation. Exposure to a variety of equities via ETFs; rebalanced regularly throughout the year.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
Powered by experts, optimised for investors
When you team up eToro’s innovative technology and bespoke methodologies with BlackRock’s investment guidance, the result is powerful. Our goal is to help you reach your goals.
With eToro’s Core series, you get an institutional-grade investment portfolio with lower minimum deposits and none of the management fees. Embrace the power of precision-tailored strategies with asset allocation guidance provided by BlackRock in the convenience of a done-for-you portfolio.
Allow where you are in your investment journey to guide you to which Core portfolio is right for you now, and know that you can adjust to another further down the road as your needs develop. Get started working towards your financial goals today, whatever they may be!
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results.
This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
eToro’s Core portfolio series is managed and provided by eToro and utilises asset allocation guidance provided to eToro by BlackRock.
BlackRock does not provide any service or product to you and has not considered the suitability of its asset allocation against individual needs, objectives and risk tolerances for investors. As such, BlackRock’s assets allocations do not constitute investment advice or an offer to sell or a solicitation of an offer to buy any securities.
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