Automated Investing
About Automated Stocks
Titan Automated Stocks aims to provide diversified exposure to equities, a time-tested asset class that’s key in seeking to grow your wealth over the long term.
The strategy invests in a diversified basket of equity ETFs, which are algorithmically rebalanced to help ensure that your portfolio is on track towards your goals. Our investable universe encompasses a broad set of markets, from U.S. small-cap stocks to emerging market stocks, and weights are selected using a rules-based optimization, based on time-tested principles of Modern Portfolio Theory.
Key Facts
Minimum Initial Investment
$500
Asset Class
Stocks (Equities)
Liquidity
Daily
Mandate
~3-6 Global Equity ETFs
Inception Date
2/3/2023
Rebalancing Frequency
Quarterly
Holdings*
U.S. Large Cap Equities (IVV)
75%
Emerging Equities (VWO)
9.6%
Dividend Appreciation (VIG)
15.4%
*as of 12/30/2022, subject to change quarterly
Titan Advisory Fee
No Fee
0%
Strategy Expense
Expense Ratio
0.039%
Process
Idea Generation and Investment Universe
The Titan Automated Stocks investment process begins with a broad set of equity markets that are diversifying to each other. Our universe encompasses markets from U.S. small cap equities to emerging market equities and more, and final portfolios are determined by a rigorous, rules-based model.
Rules-Based Approach
Our automated, rules-based approach to determining investment weights is based on time-tested principles of portfolio optimization and Modern Portfolio Theory. Our model forms expectations for returns, correlations, and volatilities of equity markets, and selects weights that aim to enhance risk-adjusted return.
Portfolio Management
Investments will naturally drift with market movements, which is why the strategy is rebalanced quarterly for risk management and optimal return purposes. Rebalances are implemented automatically and within reasonable thresholds in seeking proper risk management without over-trading.
