Balanced Portfolio

OCIO

ClearShares OCIO ETF (OCIO) is built for investors who want expert-level portfolio management without the hassle. Designed to mimic the strategies used by institutional investors, OCIO dynamically adjusts its asset allocation to optimize returns and manage risk. This ETF provides broad exposure to equities, fixed income, and alternative investments, making it a well-rounded choice for those seeking stability and long-term growth. Investors looking to add a smart, professionally managed component to their portfolio can benefit from OCIO’s hands-off way to stay ahead in changing market conditions.

MSMR

McElhenny Sheffield Managed Risk ETF (MSMR) is built for investors who want growth without excessive risk. This ETF uses a disciplined approach to balance upside potential with downside protection, adjusting exposure based on market conditions. By managing volatility and reducing drawdowns, MSMR helps investors stay invested with confidence, even in uncertain times. For those seeking a smart way to navigate market swings while preserving long-term returns, MSMR is a valuable addition to a well-diversified portfolio.

MPAY

Looking to boost your income while keeping your investment strategy simple and reliable? Akros Monthly Payout ETF (MPAY) is designed for investors who want consistent, monthly payouts from high-quality dividend stocks. With MPAY, you get the best of both worlds: steady income and a diversified portfolio of carefully selected assets, all with a focus on minimizing risk. Whether you’re looking for reinvestment opportunities or just a reliable cash flow, MPAY makes it easy to keep your portfolio working for you—month after month. It’s a smart choice for anyone looking to add stability and income to their financial future.

GLD

Looking to strengthen your portfolio with a timeless asset? SPDR Gold Trust ETF (GLD) is the way to go. This ETF offers an easy, hassle-free way to invest in gold, one of the most reliable stores of value in uncertain times. By tracking the price of gold, GLD helps protect your investments against inflation and market volatility, acting as a solid hedge when the markets get rocky. Whether you’re looking to diversify, safeguard your wealth, or tap into gold’s long-standing value, GLD brings a smart, strategic edge to any portfolio. It’s more than just gold; it’s stability for the future.

QQQ

Invesco QQQ Trust ETF (QQQ) is a powerful way to tap into the heart of innovation. This fund tracks the top companies in the Nasdaq-100, giving you exposure to some of the most forward-thinking and high-growth tech giants in the world, like Apple, Amazon, and Microsoft. If you’re looking to ride the wave of technological progress, QQQ is a must-have in your portfolio. It offers a blend of growth potential and stability from established companies leading the digital revolution, making it an ideal choice for investors seeking both upside and a diversified approach to risk.

T

AT&T Inc. (T) is more than just a household name in telecom; it’s a powerhouse offering steady returns and growth potential. As one of the world’s leading providers of mobile, broadband, and entertainment services, with massive investments in 5G technology and a strong foothold in the media space, AT&T is well-positioned for future growth. Beyond its growth prospects, the company’s reliable dividend makes it an attractive option for investors seeking a mix of stability and income. Whether you’re looking for consistent cash flow or a tech-driven investment with long-term growth, AT&T is a smart, versatile choice for your portfolio.

WMT

Walmart Inc. (WMT) is a retail giant with a proven track record of growth and resilience. As one of the largest retailers in the world, Walmart continues to dominate both physical and online shopping, making it a staple in many investment portfolios. The company’s strong e-commerce presence and focus on innovation ensure it stays ahead in a competitive market. With a consistent history of solid dividends and a diverse business model, Walmart offers stability and long-term growth potential. Whether you’re seeking reliable income or exposure to the ever-evolving retail industry, adding Walmart to your portfolio provides a strong foundation for both.