21:5 Financial Network

Biblically Responsible Investing and Financial Coaching

21:5 Financial Portfolios

We offer three biblically responsible (faith-based) portfolios focused on the types of investments members need for their cash flow, risk tolerance, and time horizon. We use the same selection methodology and leading strategies for them all, and every company in the portfolios is pure according to our behavioral screens. All of our portfolios are adjusted to more aggressive or defensive positions based on trends in the overall market and within sectors. We seek to preserve assets in a projected bear market as well seek returns aggressively in a projected bull market.

 

Growth PortfolioGrowth Portfolio

For the long-term investor looking to grow capital over a time horizon of 5 years or more, this portfolio seeks strong long-term, goal-focused returns. While any growth portfolio involves moderate risk, we attempt to avoid unnecessary risks by favoring high probability positions. This portfolio consists exclusively of not more than 30 stocks and ETFs diversified across sectors and asset classes. ETFs and stocks with strong fundamentals comprise this portfolio. Stocks and ETFs in this portfolio also tend to show favorable momentum and/or low volatility. 

 

 

Income PortfolioIncome Portfolio

For the long-term investor looking to receive current income while preserving or continuing to grow capital, this portfolio seeks an average dividend yield that exceeds inflation while balancing yield with a desire to maintain long-term capital returns. This portfolio consists exclusively of not more than 30 stocks and ETFs diversified across sectors and asset classes. ETFs and stocks with strong fundamentals comprise this portfolio. Stocks and ETFs in this portfolio also tend to show favorable momentum and/or low volatility.

 

 

Stability-Focused PortfolioStability-Focused Portfolio

For the conservative risk investor or short time horizon investor, this portfolio seeks to preserve capital and pursue returns on an inflation-adjusted basis with minimal risk. This portfolio consists of 3-5 well-diversified ETFs or mutual funds which are almost exclusively bond funds. The funds can be domestic or global and are adjusted based on overall market conditions and changing interest rates. The design of this portfolio is separated into dependable, bendable, and opportunistic assets with weighting adjusted according to the projected direction of bond markets.

 

 

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All investing involves risk. Past performance is no guarantee of future results. Every member of 21:5 Financial Network must read, understand, and agree with our terms and conditions before signing up for membership. Although we do our best to create and maintain the best possible portfolios for their stated goals, we make no guarantees and are not responsible for members' performance as a result of using our portfolios in any way. 21:5 Financial Portfolios are for informational purposes only.

 

 

Learn More

  21:5 Investment Strategies and Methodology
  How Does Investing with 21:5 Financial Work?
  Our BRI Screens
  Would You Rather Beat a Benchmark or Reach Your Goals?