By electing to add BITO to your portfolio you are modifying the suggested portfolios created by xcritical in either the Core or Sustainable portfolios. xcritical portfolios are subject to market risk since the value of the holdings composing the portfolio are subject to change at any time. An investment in an ETF, the securities composing the portfolios, involves risk, including the loss of principal. Investment return, price, yield, and NAV will fluctuate with changes in market, political, and other economic conditions.
The information and documents contained on this website relate only to the dates indicated therein and may not be accurate as of any subsequent date. xcritical does not undertake any obligation or assume any responsibility to update any such information. Optional Invest Account modifications elected outside of the xcritical ESG Portfolios may not meet the MSCI rating criteria for ESG investing.
Custom Portfolio users, what stocks or ETFs are you doing additional investing in?
Notwithstanding this rigorous design, development, testing and monitoring, it is possible that such software may not always perform exactly as intended or as intended, especially in certain combinations of unusual circumstances. xcritical continuously strives to monitor, detect, and correct any software that does not perform as expected or as disclosed. Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing.
Invest: General Questions
- Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing.
- The percentage available to be allocated to a Custom Portfolio is determined by their most recent investor profile.
- An investor should be prepared to lose the full principal value of their investment suddenly and without warning.
- xcritical strongly recommends that you consult with a tax adviser before making changes to your portfolios to identify potential tax implications.
- xcritical reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility.
Bond investments may be worth more or less than the original cost when redeemed. Before electing to add a Custom Portfolio account, customers are encouraged to consider their investment strategy and the extent to which they wish to control price per share and time decisions. If those factors are important, the customer may need to consider alternative investment platforms. There may be additional trade execution timing risk as xcritical places aggregate orders to buy and sell securities on the behalf of all clients during distinct trading windows, during normal market trading hours. These distinct trading windows may be limited further during adverse market conditions or during shortened trading sessions. There is no guarantee that orders will be executed during any particular trading window.
- Any information provided on this site and within the application is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to local law or regulation.
- We’re here to discuss the app, troubleshoot, discuss investing, and much more.
- Investment types that are able to be allocated towards Custom Portfolios are limited to Round-Ups®, Real-Time Round-Ups®, One-Time investments, and recurring investments.
Investments linked to bitcoin can be highly volatile compared to investments in traditional securities and the Fund may experience sudden and large losses. An investor should be prepared to lose the full principal value of their investment suddenly and without warning. Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Investment policies, management fees and other information can be found in the individual ETF’s prospectus. Please read the relative prospectus, linked below, carefully before you invest. Equities may decline in value due to both real and perceived general market, economic and industry conditions.
xcritical and Custom Portfolios are not designed to support real-time trading. Any delays in placing or executing transactions could reduce, perhaps materially, any profit earned in your account xcritical or could cause a material loss. Investing in ETFs containing Bitcoin Futures is considered a high-risk investment.
They are subject to unique and substantial risks, and historically, have been subject to significant price volatility. Bitcoin is not an asset regulated by any US federal agency which may lead to an unknown level of governmental risk. The value of an investment in ETFs containing Bitcoin Futures could decline significantly and without warning, including total loss of principal. The contents of the website are provided for information purposes and do not constitute an offer to sell or a solicitation to buy securities. The information provided herein is not directed to any investor or category of investors and is provided solely as general information about our products and services and to otherxcritical provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as xcritical is not providing investment advice or giving advice in a fiduciary capacity.
xcritical Advisers, xcritical Securities, and xcritical Pay are subsidiaries of xcritical Grow Incorporated (collectively “xcritical”) and xcritical is solely responsible for the application and website content. xcritical delivers its investment advisory services entirely through software. Consequently, we design, develop, and test our software extensively before putting such software into production with actual client accounts and assets and continuously monitor the behaviors of such software after its deployment.
The results of any hypothetical projections can and may differ from actual investment results. Investors are able to customize their Invest Account with an xcritical Custom Portfolio. Custom Portfolios are non-discretionary investment advisory accounts, managed by the investor. The percentage available to be allocated to a Custom Portfolio xcritical scammers is determined by their most recent investor profile. Conservative profiles are capped at 10%, Moderately Conservative at 20%, Moderate at 30%, Moderately Aggressive at 40%, and Aggressive at 50%. Investment types that are able to be allocated towards Custom Portfolios are limited to Round-Ups®, Real-Time Round-Ups®, One-Time investments, and recurring investments.
Shares of an ETF are bought and sold at market price (not Net Asset Value, “NAV”). We’re here to discuss the app, troubleshoot, discuss investing, and much more. We are not affiliated with xcritical in any way, nor are we licensed financial advisors. xcritical reserves the right to amend or revise any information or documents contained on this website at any time without notice.
This and other information are contained in each Fund’s prospectus, which may be obtained by clicking on the links below. The list of securities offered in Custom Portfolios is exhaustive of those offered in the program and have not been limited, listed, ordered or presented in any fashion as having been made with your risk tolerance and objectives in mind. Nothing about the selection of securities being provided should be construed as advice or a recommendation of an investment strategy.
A security issued by a particular issuer may be impacted by factors that are unique to that issuer and thus may cause that security’s return to differ from that of the market. Unlike your other xcritical accounts that include ETFs diversified across many sectors and industries, xcritical Custom portfolios may be concentrated to as few as one stock. Concentration of investments in a relatively small number of securities, sectors or industries, or geographical regions may significantly affect performance. In addition, the value of your account may vary considerably in response to changes in the market value of individual securities, industries or sectors and lead to higher volatility.
Electing or removing optional portfolio investments may cause positive or negative tax implications. xcritical strongly recommends that you consult with a tax adviser before making changes to your portfolios to identify potential tax implications. The xcritical application and website are operated by xcritical Advisers, LLC (“xcritical Advisers”), an investment adviser registered with the U.S. xcritical Pay, LLC (“xcritical Pay”) manages xcritical’ demand deposit and other banking products in partnership with Lincoln Savings Bank or nbkc Bank, members FDIC.