Titan Invest review offers an active management strategy at a lower cost, plus videos and push notifications with Intel from the firm’s investor relations team.
Titan Invest Review aims to provide all investors with the type of investment management that is typically reserved for the wealthy, through actively managed stock portfolios.
The 1% fee is low when compared to hedge funds and similar offerings.
But investors who want tax strategy, access to financial advisors, or other features may want to look elsewhere.
Titan Invest at a Glance
Launched in 2018, Titan Invest review offers investors access to four actively managed portfolios.
Their four portfolios offers are:
Titan Flagship
A large-cap, U.S.-focused growth fund.
Titan Opportunities
A small-cap, U.S.-focused growth fund.
Titan Offshore
An international growth fund focused on medium to large companies outside of the U.S.
Titan Crypto
An actively managed crypto-only fund.
Titan’s stock portfolios are similar to actively managed mutual funds. However, there are a few key differences to be aware of:
First, Titan doesn’t pool your funds together with other investors, as is the case with both a mutual fund and a traditional hedge fund.
Instead, your money is kept in an individual account and invested according to Titan’s strategies.
Second, Titan’s portfolios are much more concentrated than what you’d find from other growth funds. For example, below you can see the number of stocks held by two of the largest U.S. growth funds, compared to Titan.
Comparison to U.S. Growth Funds Fund NameNumbers of Stocks HeldTitan U.S. Flagship15–25Vanguard U.S. Growth Fund
Having a more concentrated portfolio means you’re subject to more risk. Of course, there’s also a chance for greater reward.
The key takeaway is that Titan isn’t looking to simply track benchmarks like the S&P 500. Instead, its goal is to provide superior returns with an aggressive strategy.
Titan Key Facts
Fees:1%Account minimum:$100Account types:Individual taxable accounts, Traditional, Roth, SEP and Simple IRAs.Advisor access:None.Socially responsible options:None.Promotions:None.
Titan Flagship Fund Holdings
To get a sense of what stocks and cryptocurrencies Titan holds, I signed up for an account and made a deposit. (You can’t view their holdings without making a deposit.)
Keep in mind, that Titan typically updates its portfolios quarterly, both changing its holdings and adjusting the size of those holdings.
As of November 19th, 2021, their Flagship Fund held the following securities:
1. Alphabet (Google)
2. Amazon
3. Apple
3. Autodesk
4. Booking Holdings
5. Charles Schwab
6. Charter
7. Disney
8. Mastercard
9. Meta (Facebook)
10. Microsoft
Check Out The Titan Invest Pros & Cons Explained
Titan Invest Vs. M1 Finance
While M1 Finance doesn’t aim to mimic a hedge fund, it does offer a limited number of aggressive portfolios.
These portfolios, named “Hedge Fund Followers,” replicate the trades of some of the largest hedge funds in the world.
How they replicate the trades is that hedge funds file a document called a 13F each quarter. This publicly available document lists their most recent holdings, as well as their allocations.
Once a 13F is filed, M1 updates its portfolios to reflect changes made over the last quarter. This means traders can be up to 90 days behind the hedge funds they track.
Titan actively manages your investment portfolio for you using its unique software and hedging strategy.
Features of Titan Invest
Titan Invest Review has the following unique characteristics. Kindly study them carefully:
Minimum Investments
The most important difference between Titan and a typical hedge fund is the barrier to entry.
Traditional hedge funds are accessible only to accredited investors, who have an income of at least $200,000 per year or $1 million net worth. Titan drops that restriction.
To invest with Titan, you have to make a minimum initial investment of just $100 and be based in the United States.
Tax Strategy
Titan doesn’t use tax-loss harvesting in its investment strategy, as advisers that trade in ETFs do.
Tax-loss harvesting is a type of rebalancing that offsets your total capital gains by selling similar assets at a loss.
Brokers are able to do this with funds like ETFs but not single stocks, as Titan trades.
Check Out The Customer Support Options
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