Complete guide to every investment strategy available on the Xperience platform
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| UMAi Conservative | $25,000 | Core | Conservative | AI |
| UMAi Conservative ETFs | $20,000 | Other | Conservative | AI |
| UMAi Moderate ETFs | $10,000 | Other | Moderate | AI |
| UMAi Moderate with Leveraged ETFs | $50,000 | Core | Moderate | AI |
| UMAi Moderate | $50,000 | Core | Moderate | AI |
| UMAi Growth ETFs | $40,000 | Other | Growth | AI |
| UMAi Aggressive with Leveraged ETFs | $50,000 | Tactical | Growth | AI |
| UMAi Growth with Leveraged ETFs | $50,000 | Core | Growth | AI |
| UMAi Growth | $50,000 | Core | Growth | AI |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Ai Core 40 | $15,000 | Core | Conservative | AI |
| Ai Core 50 | $10,000 | Core | Moderate | AI |
| Ai Core 60 | $5,000 | Core | Moderate | AI |
| Ai Core 70 | $5,000 | Core | Growth | AI |
| Ai Core 80 | $10,000 | Core | Growth | AI |
| Ai-TaxO Q1 | $25,000 | Core | Growth | AI TAX |
| Ai-TaxO Q2 | $20,000 | Core | Growth | AI TAX |
| Ai SPAI | $5,000 | Core | Aggressive | AI |
| Ai Unconstrained 100+ | $5,000 | Satellite | Aggressive | AI |
| Ai QQAI | $5,000 | Core | Aggressive | AI |
| Ai DJAI | $5,000 | Core | Aggressive | AI |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| BlackRock Target Allocation ETF 0/100 | $10,000 | Core | Conservative | STRATEGIC |
| BlackRock Target Allocation ETF 20/80 | $30,000 | Core | Conservative | STRATEGIC |
| BlackRock Target Allocation ETF 40/60 | $15,000 | Core | Conservative | STRATEGIC |
| BlackRock Target Allocation ETF 60/40 | $20,000 | Core | Moderate | STRATEGIC |
| BlackRock Target Allocation ETF 80/20 | $20,000 | Core | Growth | STRATEGIC |
| BlackRock Target Allocation ETF 100/0 | $5,000 | Core | Aggressive | STRATEGIC |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| BX-Folio Beyond Dynamic Volatility | $5,000 | Core | Conservative | QUANT |
| BX-Dynalogic Sector Rotation | $10,000 | Core | Growth | QUANT |
| BX Fantastic Five | $5,000 | Tactical | Growth | QUANT |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Global Macro Asset Compact DI US Large Cap | $50,000 | Core | Conservative | DI |
| Global Macro Asset Compact DI Innovation & Technology | $50,000 | Satellite | Growth | DI |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Minimum Balance Conservative | $5,000 | Core | Conservative | TAX |
| Minimum Balance Moderate | $5,000 | Core | Moderate | TAX |
| Minimum Balance Growth | $5,000 | Core | Growth | TAX |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Nationwide Monument IOVA 30 | $15,000 | Core | Conservative | TAX |
| Nationwide Monument IOVA 50 | $15,000 | Core | Moderate | TAX |
| Nationwide Monument IOVA 70 | $15,000 | Core | Growth | TAX |
| Nationwide Monument IOVA 100 | $15,000 | Core | Aggressive | TAX |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Qraft AI-Powered Dynamic Fixed Income | $25,000 | Core | Conservative | AI |
| Qraft Enhanced 40/60 Tilt | $25,000 | Core | Moderate | AI |
| Qraft AI-Pilot Global Markets Rotation | $25,000 | Core | Moderate | AI |
| Qraft Enhanced All Weather | $25,000 | Core | Growth | AI |
| Qraft Enhanced 60/40 Tilt | $25,000 | Core | Growth | AI |
| Qraft Enhanced Factor Rotation | $5,000 | Core | Growth | AI |
| Qraft Enhanced 80/20 Tilt | $5,000 | Core | Aggressive | AI |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Reppond Sector Rotation | $2,000 | Tactical | Moderate |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| STRATxAI Quant Equity Leaders - Moderate | $15,000 | Factor | Moderate | AI |
| STRATxAI Quant Equity Leaders - Growth | $40,000 | Factor | Growth | AI |
| STRATxAI Quant Equity Leaders - Alpha | $30,000 | Factor | Aggressive | AI |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Scarecrow - Crow Chaser | $5,000 | Tactical | Growth | QUANT |
| Scarecrow - High 5 | $5,000 | Tactical | Growth | QUANT |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| StockSnips AI Monthly Multi-factor All Cap 30 | $55,000 | Satellite | Growth | AI |
| StockSnips AI Weekly All Cap | $50,000 | Satellite | Growth | AI |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Stonebridge Large Cap Growth | $100,000 | — | — | |
| Stonebridge Dividend Income | $100,000 | — | — | INCOME |
| Stonebridge Growth & Income | $100,000 | — | — | INCOME |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Thor Diversified Bond | $5,000 | Core | Conservative | QUANT |
| Thor Dollar ALT | $5,000 | Core | Moderate | QUANT |
| Thor Low Volatility Index (THLV) | $5,000 | Core | Moderate | ETF |
| THOR Defined Outcome - July | $5,000 | — | Growth | QUANT |
| Thor SDQ Rotation Index (THIR) | $5,000 | Core | Growth | ETF |
| Thor Low Volatility SDQ | $5,000 | Core | Growth | QUANT |
| Thor International | $5,000 | Factor | Growth | QUANT |
| Thor NextGen ETF | $5,000 | Satellite | Aggressive | QUANT |
| Thor ESG 100 | $5,000 | Core | Aggressive | ESG QUANT |
| Thor NextGen Stock | $5,000 | Core | Aggressive | QUANT |
| Thor All Asset | $5,000 | Core | Aggressive | QUANT |
| Thor Levered Index | $5,000 | Tactical | Aggressive | QUANT |
| Thor Sector 100 | $25,000 | Core | Aggressive | QUANT |
| THOR Blend Conservative Underlying | $30,000 | — | — | UMA |
| THOR Blend Moderate Underlying | $25,000 | — | — | UMA |
| THOR Blend Growth Underlying | $20,000 | — | — | UMA |
| THOR Blend All Equity Underlying | $15,000 | — | — | UMA |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Vanguard Income 0/100 | $25,000 | Core | Conservative | PASSIVE |
| Vanguard CRSP 30/70 | $10,000 | Core | Conservative | PASSIVE |
| Vanguard Income 30/70 | $25,000 | Core | Conservative | PASSIVE |
| Vanguard Tax-Efficient 30/70 | $25,000 | Core | Conservative | TAX PASSIVE |
| Vanguard CRSP 50/50 | $10,000 | Core | Moderate | PASSIVE |
| Vanguard Income 50/50 | $25,000 | Core | Moderate | PASSIVE |
| Vanguard Tax-Efficient 50/50 | $25,000 | Core | Moderate | TAX PASSIVE |
| Vanguard Income 70/30 | $25,000 | Core | Growth | PASSIVE |
| Vanguard CRSP 70/30 | $10,000 | Core | Growth | PASSIVE |
| Vanguard Tax-Efficient 70/30 | $25,000 | Core | Growth | TAX PASSIVE |
| Vanguard Income 100/0 | $25,000 | Core | Aggressive | PASSIVE |
| Vanguard CRSP 100/0 | $5,000 | Core | Aggressive | PASSIVE |
| Strategy | Min Investment | Category | Risk Profile | Flags |
|---|---|---|---|---|
| Ai Funds Blended Conservative | $75,000 | Core | Conservative | AI UMA |
| UX Blend Active Conservative | $100,000 | — | Conservative | UMA |
| Ai Funds Blended Moderate | $75,000 | Core | Moderate | AI UMA |
| UX Blend Active Moderate | $100,000 | — | Moderate | UMA |
| Ai Funds Blended Growth | $75,000 | Core | Growth | AI UMA |
| UX Blend Active Low Minimum | $10,000 | Other | Growth | UMA |
| UX Blend Active Growth | $100,000 | — | Growth | UMA |
| Ai Funds Blended Aggressive | $75,000 | Core | Aggressive | AI UMA |
| THOR Blend Moderate | $25,000 | — | — | UMA |
| THOR Blend Growth | $20,000 | — | — | UMA |
| THOR Blend All Equity | $15,000 | — | — | UMA |