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Why Choose Low Risk Mid-Growth (LRMG)?

At AI Investor 360, we understand the importance of balancing risk and growth, which is why we've created the Low Risk Mid-Growth (LRMG) portfolio. This portfolio is specifically designed for investors who seek steady returns without taking on high levels of risk. Our goal is to outperform the S&P500 while carefully selecting investments that offer stability and moderate growth potential.

Pros and Cons

Pros: Reduced Volatility

With the LRMG portfolio, you benefit from reduced volatility. This means fewer dramatic swings in your investment value, giving you peace of mind and the ability to achieve your financial goals. The focus on mid-growth stocks ensures a stable return without the anxiety of significant market downturns.

Cons: Moderate Returns for Long-Term Growth

While the LRMG portfolio offers reduced risk, it also comes with moderate returns. It’s designed for investors who are more interested in a consistent, long-term growth strategy rather than chasing aggressive, high-risk investments. This approach ensures your money works hard for you, but with a more predictable outcome.

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Exclusive Quarterly Updates for Members

Our LRMG portfolio is updated quarterly to ensure we’re continuously optimizing performance. These updates are exclusive to members, ensuring your portfolio always reflects the latest market trends and insights. You can trust that your investment is in capable hands with regular reviews and adjustments.

Get Started With a Custom Portfolio

We make it easy to create a custom portfolio tailored to your financial goals. Using Fidelity's Custom Basket Builder, we can help you design a portfolio that matches your risk tolerance and growth objectives. Our AI-powered software takes care of the heavy lifting, filtering through thousands of stocks to find the best opportunities.