Prepackaged folios make this platform ideal for investors seeking structured, guided investments. Ongoing commissions make Folio Investing’s fee structure better suited to buy-and-hold investors executing fewer trades than day traders. Automated features like portfolio rebalancing and tax-loss harvesting can help passive investors make the most of their funds without copious research or account monitoring. Who is Folio Investing best for?įolio Investing may be a practical fit for:
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Similar feedback has been reported on Folio Investing’s mobile app from both Android and Apple users.įolio suggests that its account signup process can be completed online - but as the platform currently isn’t accepting new investors, we were unable to explore the application process. How easy is it to use?Īccording to investor feedback on Reddit, Folio Investing’s platform is outdated and cumbersome to navigate. Market research is provided by Quotemedia and investors have access to charting tools to track their investments against indices, mutual funds and individual securities. Investors can select from over 160 Ready-to-Go folios or customize their own. All international money transfer servicesįolio Investing is an online investment platform that offers self-directed brokerage accounts with access to stocks, fractional shares, exchange-traded funds (ETFs), mutual funds, American Depository Receipts (ADRs) and real-estate investment trusts (REITs).Ī variety of accounts are available, including a comprehensive lineup of retirement accounts, and investors have access to tax-loss harvesting, automated portfolio rebalancing and margin trading.Īmong the platform’s offerings are “folios” - bundled investment baskets of up to 100 stocks, mutual funds and ETFs.The Semper Funds are distributed by Quasar Distributors, LLC. Past performance does not guarantee future results. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any Semper Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. The Semper Funds are offered only to United States residents, and information on this site is intended only for such persons. The Fund may invest in When-Issued securities which may involve less favorable prices for securities, when delivered, and failure to deliver securities could cause a loss to the Fund. The Fund may invest in TBA securities which involve interest rate and investment exposure risks. The Fund may use leverage which may exaggerate the effect of any increase or decrease in the value of portfolio securities. Derivatives involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. The Fund may use certain types of investment derivatives such as futures, forwards, and swaps. The Fund may invest in securities that are less liquid which can be difficult to sell. The Fund regularly makes short sales of securities, which involves the risk that losses to those securities may exceed the original amount invested by the Fund. In addition, the MBS Total Return Fund invests in lower-rated and non-rated securities that present a greater risk of loss to principal and interest than higher-rated securities.
Accordingly, the Funds may not be suitable for all investors Many of the risks of investing in commercial mortgage-backed securities reflect the risks of investing in the real estate securing the underlying mortgage loans. Investments in Mortgage-Backed and Asset Backed Securities include additional risks that investors should be aware of such as credit risk, interest rate risk, prepayment risk, real estate market risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Recent turbulence in the financial markets and reduced liquidity in credit and fixed-income market may have an adverse effect on the Fund. This risk is usually greater for longer-term debt securities. The Semper MBS Total Return Fund and the Semper Short Duration Fund invest in debt securities: As interest rates rise, the value of debt securities decrease whereas prepayment risk tends to occur during periods of declining interest rates. In the absence of such waivers, total return would be reduced. Investment performance reflects fee waivers in effect. To obtain a hardcopy of the prospectus, please call 85. Please read and consider the prospectus carefully before investing.
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