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Showing Portfolios 1 to3 of 6

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181
•
Revisor
•
Sleeve
Nasdaq 100 Stock Index - Large Cap - U.S.
The Nasdaq 100 Stock Index - Large Cap - US Portfolio is a capitalization-weighted index portfolio of the 100 largest non-financial US domestic and international companies listed on the Nasdaq.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
Large Cap
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$100,000.00
Management Fee:
.20%
182
•
Revisor
•
Sleeve
NYSE US 100 Index - Large Cap - U.S.
The NYSE US 100 Index - Large Cap - U.S. Portfolio is constructed out of the top 100 New York Stock Exchange listed companies measured by market cap.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
Large Cap
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$100,000.00
Management Fee:
.20%
183
•
Revisor
•
Sleeve
Dow Jones Transportation Average (DJT) - Large Cap - U.S.
The Dow Jones Transportation Average (DJT) - Large Cap - US Portfolio is a price weighted portfolio constructed from the holdings in the Dow Jones Transportation Average formerly known as the Dow Jones Railroad Average.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
Large Cap
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$20,000.00
Management Fee:
.15%
184
•
Revisor
•
Sleeve
Blockchain - Large Cap - U.S.
The Blockchain portfolio was designed to give clients exposure to companies that are heavily involved in the emerging blockchain sector.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
Large Cap
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$42,000.00
Management Fee:
.35%
185
•
Revisor
•
Sleeve
Fixed Income - Conservative with Floating Rate ETF - Global
The Fixed Income - Conservative with Floating Rate - US portfolio invests most of it's assets in fixed income investments that have 3 years or less to maturity. The portfolio also invests a significant amount of assets in corporate and treasury floating rate securities.
Provider:
Revisor
Asset Class:
Fixed Income
Style:
Active
Cap Size:
NA
Risk Level:
Capital Lock
Geography:
Global
Series Type:
Fixed Income
Min. Investment:
$2,500.00
Management Fee:
.15%
186
•
Revisor
•
Sleeve
International Emerging Markets - All Cap - International
The International Emerging Markets - All Cap - International portfolio invests in international emerging market companies with shares listed as depository receipts in the United States.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
All Cap
Risk Level:
Aggressive
Geography:
International
Series Type:
International Equity
Min. Investment:
$20,000.00
Management Fee:
.25%
187
•
Revisor
•
Sleeve
International Developed Markets - All Cap - International
The International Developed Markets - All Cap - International portfolio invests in international developed market companies with shares listed as depository receipts in the United States. The portfolio is market cap weighted, rebalanced annually, and reinvests dividends back into underweight securities on a quarterly basis.
Provider:
Revisor
Asset Class:
Equity
Style:
Passive
Cap Size:
All Cap
Risk Level:
Aggressive
Geography:
International
Series Type:
International Equity
Min. Investment:
$20,000.00
Management Fee:
.35%
188
•
Revisor
•
Sleeve
Tactical Equity ETF Strategy
The Tactical Equity ETF Strategy is an actively managed portfolio that uses ETFs to invest in undervalued parts of the global market.
Provider:
Revisor
Asset Class:
Equity
Style:
Factor
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$10,000.00
Management Fee:
.35%
189
•
Revisor
•
Sleeve
Defensive - Large Cap - U.S.
The Defensive Portfolio was built to highlight companies that have less downside risk and are thus more defensive in nature than the broad stock market. The companies that are included in the portfolio each have a lower expected beta than the companies from a corresponding market index.
Provider:
Revisor
Asset Class:
Equity
Style:
Factor
Cap Size:
Large Cap
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$50,000.00
Management Fee:
.20%
190
•
Revisor
•
Sleeve
Defensive - Mid Cap - U.S.
The Defensive Portfolio was built to highlight companies that have less downside risk and are thus more defensive in nature than the broad stock market. The companies that are included in the portfolio each have a lower expected beta than the companies from a corresponding market index.
Provider:
Revisor
Asset Class:
Equity
Style:
Factor
Cap Size:
Mid Cap
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Domestic Equity
Min. Investment:
$50,000.00
Management Fee:
.20%
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