iPortfolios


Betterment Account- Vanguard Strategic Model Portfolio 50/50

Why pick a group of  active funds at random? Select a Vanguard Diversified Strategic Model Portfolio. This is a diversified portfolio of active low-cost index and exchange traded funds.   A Vanguard portfolio of index funds has a greater chance of outperforming a portfolio composed entirely of actively managed funds the longer you hold it. This is because the cost advantage that index funds enjoy compounds over time, creating a bigger hurdle for active funds to overcome. In addition, time also distinguishes luck from skill, which is scarce in this instance.

Minimum Investment: Low minimum
Asset Allocation Mix: 50 Stocks/ 50 Bonds
Expected Annual Return (Annualized): 12.83%
Minimum Time Period: 24-36 months
Current year-to-date performance (Annualized)6.18%
Inception date: 1/1/2014

You can own this portfolio in a new RothIRATaxable AccountSEP or *Virtual account.

Click here to Subscribe to this portfolio.

*Not available in a Virtual Account.


UCS Technology Semiconductor 200 Series

This portfolio is designed to capture the robustness of the semiconductor industry.  We believe there may be more to the semiconductor industry that meets the eye. Even though the industry sector is only up 5.82% so far this year, technology sub-sectors of companies that make GPU chips and wireless switches continue to drive and rapidly transform the entire space. This portfolio is skewed towards the semiconductor industry, but it also contains a mix of communications,  internet, web portals  and wireless stocks.

Min – Max investment for Regular and Trading Accounts: $5000+
Min – Max investment for a Virtual Account: $500 or $1000
Asset Allocation Mix: Semiconductor companies
Expected Annual Return: 25%+
Minimum Time Period: 06- 09 months
Current year-to-date performance: 2.1%
Inception date: 06/12/2018

You can own this portfolio in a new RothIRATaxable AccountSEP or *Virtual account.

*Click here to subscribe to this portfolio in a virtual account for $500, $1000, or Monthly


UCS Biotech & Pharmaceutical 400 Series

This portfolio is designed to benefit from the strong earnings that companies in this space are enjoying.  Although, some of the companies in this portfolio may be experiencing increased competition from generic drug makers the long term prospects for pharma and biotech companies that are included in the S&P and DOW indexes are extremely bright.

Min – Max investment for Regular and Trading Accounts: $5000+
Min – Max investment for a Virtual Account: $500 or $1000
Asset Allocation Mix: 50% Biotech/ 50% Pharmaceuticals
Expected Annual Return: 25%
Minimum Time Period: 06-12 months
Current year-to-date performance: 2.1%
Inception date: 08/02/2018

You can own this portfolio in a new RothIRATaxable AccountSEP or Virtual account.

Click here to subscribe to this portfolio in a virtual account.


Call 1-866-801-3359 to speak with an advisor today or click here now to to start the account opening process.

Please read before proceeding. Information featured on UCS Investment social media websites and the UCS Investment web sites are general in nature and is not intended to be investment advice for everyone. Past performance does not guarantee future results. Investment decisions should be based upon a variety of inputs and opinions. Do not rely on the information presented to make investment decisions. Consult your financial or tax advisors prior to making investment decisions. All information presented is protected by copyright and other applicable laws. All reproduction, other than for individual use, is prohibited without UCS Investment Co., prior written permission. Neither UCS Investment Co., nor its licensors, contractors, or affiliates make any representations or warranties about accuracy of the information provided, nor do they assume any liability for decisions made using this information.