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Maximum Growth Portfolio

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Aims to provide long-term growth through higher risk investments.

Risk Level
Higher
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Could be right for:
Anyone that wants to take on more risk for potential reward

How It Works

The Maximum Growth Portfolio is designed for investors seeking significant long-term growth through higher-risk opportunities.

This plan aims for maximum returns by taking bigger risks. While the potential rewards are higher, the risk of loss is also greater. If you’re aiming for high growth and are comfortable with the volatility that comes with it, this portfolio could be a great match. 

Asset Allocation
Income
2%
Equity
98%
Asset allocation donut chart

How SPY and MDY Help

Investment Breakdown

This portfolio, powered by SPY and MDY, offers a diversified mix of exchange-traded funds (ETFs) across different asset classes and market sectors, designed for high growth potential:
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U.S. Equities: Includes large-cap (SPY), small-cap (SPSM), and mid-cap (MDY) stocks, offering exposure to a range of U.S. companies at different stages of growth.
International Equities: Invests in developed (SPDW) and emerging markets (SPEM), capturing growth from both stable and fast-growing global regions.
Commodities: PDBC invests in energy, metals, and other commodities to help protect against inflation and target cyclical growth.
Real Estate: RWO invests in global real estate through REITs (Real Estate Investment Trusts), offering income and growth from property markets.
International.
Small-Cap: GWX targets small companies outside the U.S. with high growth potential.

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Documents and Resources

PDF
PensionBee Brochure
PDF
Privacy Policy
Investment Advisory Contract
PDF
Customer Relationship Summary
PDF
Terms and Conditions
PDF

PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.

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General inquiries: (718) 502-9433
Press inquiries: (718) 502-9957

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General inquiries: [email protected]
Press inquiries: [email protected]
Partners: [email protected]

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Information presented does not intend to make an offer or solicitation for the sale or purchase of any specific securities or  investments. Past performance is not indicative of future performance. Investments involve risk and are not guaranteed.  This website and information are not intended to provide tax or legal advice.

State Street Global Advisors is not involved in the management of the strategies and accounts offered to you by PensionBee. State Street Global Advisors and its affiliates are not your investment adviser and are not a fiduciary with respect to you or your account. PensionBee is independent of State Street Global Advisors. State Street Global Advisors is not recommending or endorsing PensionBee or making a determination of the suitability or appropriateness for any individual products or investment strategies offered by PensionBee, including those described herein. Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard and Poor’s Financial Services LLC(S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones or S&P, their respective affiliates and third party licensors and none of such parties make any representations regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions or interruptions or any index.

The SPDR® S&P500 ETF®, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones Industrial Average ETF are exchange traded funds with the investment objective to correspond to the price and yield performance of the S&P 500® Index, S&P®MidCap 400®IndexTM and Dow Jones Industrial AverageSM. The shares of the SPDR® S&P 500® ETF, S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF represent individual ownership interest in the Trust’s portfolio.

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