In some Hedgewise products, we constantly monitor your portfolio and make adjustments to maximize your tax savings. This is estimated using your personal tax rate, the losses realized in any taxable accounts, and the gains protected in any retirement accounts. Numbers are estimates only and calculated since account opening. Hedgewise is not a tax advisor and bears no responsibility for the accuracy of this estimate.

Hedgewise diversifies your portfolio across asset classes, and dynamically adjusts your investments to account for risk within the marketplace and to better match your chosen Target. This helps to keep your portfolio more evenly balanced regardless of the environment.

Volatile short-term returns within individual assets - whether positive or negative - are unpredictable by nature. Hedgewise focuses on achieving a steadier, balanced return, which has shown a tremendous ability to outperform over time.

This chart compares the 30 day rolling volatility of your portfolio's daily returns to a variety of benchmarks. This can give you a better sense of how 'risky' your investments are in a relative sense. A "red" bar means above the average historical risk of the S&P 500, and the "blue" bar means below.