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Getting Started: How do I choose a portfolio?
Getting Started: How do I choose a portfolio?
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Written by Support
Updated over a week ago

As a Daffy member, you put money aside for charities and causes that you believe in. Your money doesn’t sit idle as it may be invested tax-free in one of our investment portfolios, giving your contributions the opportunity to grow over time.

Daffy offers four categories of portfolios:

Conservative

Conservative portfolios are the best fit for members who are regularly contributing and donating the balance of their fund and are more interested in preserving capital over long-term investment returns. These portfolios are comprised of cash, treasury, and bond funds from Dreyfus, Goldman Sachs, iShares, Bloomberg, Vanguard and Schwab.

Standard

Standard portfolios are the best fit for members who are looking for the best risk-adjusted returns, net of fees. These portfolios are composed of low-cost, globally diversified equity and bond index funds provided by Vanguard, one of the most trustworthy providers in the industry.

ESG

ESG portfolios are best fit for members who want to integrate sustainable investing components - environmental, social, and governance (ESG) - into their investment strategy. These portfolios are comprised of low-cost, globally diversified equity and bond funds from iShares by BlackRock that are selected not only for traditional measures of risk and return, but also for ESG standards.

Crypto

Crypto portfolios are best fit for members who believe crypto is the future of finance and are willing to take on more risk with their funds. You can dip your toe in the water with our diversified portfolio spread across stocks, bonds, and crypto provided by Bitwise Investments, or go pure crypto with either a Bitcoin/Ethereum split or a single coin portfolio through Coinbase.

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