‘Demand Social’ Portfolio

Invest in connectivity

Social media investing for a more connected future within a globally diversified portfolio.

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Invest In Your Interests…

We construct a social investment strategy that supports the long-term growth of existing and new networks. Build a diversified portfolio with a focus on social media stocks, and invest more than just your voice in the world of online connectivity.

INVEST IN SOCIAL MEDIA

With 25% of equity invested in social media companies across the globe, each of our portfolios makes sure that you’re invested in connectivity.

DIVERSIFY YOUR INVESTMENTS

Even though your portfolio is concentrated in the social media industry, rest easy knowing that your portfolio is fully diversified across the entire stock market.

WORK WITH AN ADVISOR WHO CARES

We stay informed of any new developments in the world of social media investing and an advisor is standing by for all your investment needs.

…Without Compromise

Make a social investment you can feel good about. Capitalize on social investment funds with research-backed strategies driven for financial success.

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1

Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.

TAX-LOSS HARVESTING

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.

SMART REBALANCING

Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

Your Social Portfolio

Portfolio allocation based on risk tolerance.
Social Media Stocks
Technology Stocks
International Large Cap Stocks
International Large Value Stocks
Small Cap Stocks
Emerging Market Stocks
Millennial Thematic Stocks
Momentum Tilt Stocks
Quality Factor Stocks
Low Volatility Stocks
Intermediate Core Bonds
Short Term Corporate Bonds
High Yield Bonds
Emerging Markets Bonds
International Bonds
Ultrashort Bonds
Intermediate Gov. Bonds
Enhanced Aggregate Bonds
Inflation-Protected Bonds
US Fund Real Estate
Global Real Estate

Portfolio allocation based on risk tolerance and is subject to change.

Important Content

Read our full whitepaper and check out our Social blog articles below

How to Get a Job: Is Social Media Your Frenemy?

How to Get a Job: Is Social Media Your Frenemy?

Seeking employment during a global pandemic can generate a special type of panic. People are...

What’s Your Investing Spirit Animal?

What’s Your Investing Spirit Animal?

Everyone has an investing spirit animal - they just might not know which one.  Figuring...

Impact of Social Media: 2 Ways it Affects Your Wallet

Impact of Social Media: 2 Ways it Affects Your Wallet

Rent Electricity Phone Bill Car Payment Groceries and Social Media? Yes, we know, social media...

How to Monetize Social Media: 6 Helpful Tips

How to Monetize Social Media: 6 Helpful Tips

Anyone can monetize fame.  People with as little as one thousand followers on social media...

Why Demand Wealth?

We genuinely respect and care about your interests and values, so we help you invest accordingly. We’re just as committed to your portfolio’s performance as we are to ensuring your investments are tailored specifically for you. We connect you with a network of specialists from estate planning attorneys to certified public accountants (CPA’s). Click here to meet our team!Our pricing structure is low and simple: 0.5% annual fee with no transaction fees or hidden costs. We help simplify and organize the complexities of your financial life. At Demand Wealth, we have the expertise you need to get started with social investing. We customize your social portfolio, and support your long-term financial health while investing in the future of social connection

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The Demand Wealth Difference
See how your money could grow with us.
Today Year 30

Demand Connectivity

How can I construct a portfolio that focuses on the social media industry? Am I taking on too much risk in my investment portfolio? Is my current financial plan best for me and my family? Does investing in social media mean I’ll see lower returns? Does my current asset allocation align with my goals?

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1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory.