**Inception Date 5/3/2021 as 11/30/2021. Returns provided net-of-fees. Returns may vary based on time of investment and rebalancing. Past performance is not indicative of future results. Performance for SPY, ARKK, and StackHabit All-In provided by Interactive Brokers.
StackHabit invests in high-quality companies for the long term to deliver superior investment results. We believe concentrated investments in world-class companies offer a better risk-reward than equal weighted portfolios or index funds.
*Portfolio subject to change, above for illustrative purposes only
StackHabit was launched because growing wealth should be a habit. We believe stacking capital consistently over the long term provides the best results. According to Aristotle “We are what we repeatedly do” – stacking therefore is not an act, but a habit. We designed a premium mobile experience to streamline investment allocation and management for our clients and advisors in a digital world.
StackHabit was born out of our effort to bring premium returns to a larger audience. Robinhood democratized access to speculation, StackHabit is democratizing access to premium portfolio offerings historically reserved for the wealthy.
StackHabit is now open to the public! Sign-Up Today!
Fee: 1.5% Annually. No commissions. No trading fees.
©2021 by StackHabit. Stackhabit is an SEC registered investment advisor. By using this website, you accept our Terms of Use and Privacy Policy. Stackhabit’s investment advisory services are available only to residents of the United States in jurisdictions where Stackhabit is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. The content on this website is for informational purposes only and does not constitute a comprehensive description of Stackhabit’s investment advisory services. Refer to Stackhabit’s Wrap Brochure for more information. Stackhabit is not suitable for everyone. Before investing consider your investment objectives and Stackhabit’s fees. Investment losses are possible, including the potential loss of all amounts invested, and the rate of return on investments can vary widely over time, especially for investors with a long term time horizon. Brokerage services are provided to Stackhabit clients through Marsco and Interactive Brokers, both SEC registered broker-dealers and members FINRA/SIPC. For more information contact us at: support@stackhabit.com. Information provided by Stackhabit is for informational and general educational purposes only and is not investment or financial advice.
