Start Investing with Just $100 ?

Today, we’re excited to announce we’re lowering our minimum deposit. Get started with an interactive, research-based portfolio with just $100! We all spend years in school taking classes on almost every subject imaginable, but not one teaches you how to build wealth. Even outside of school, talking financials is a taboo subject among peers and Read More

Value Surging in May ?

Weekend Update 5/9/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! May opens heavy on Value rotation ‍?? Value rotation. With bubble fears climbing (aided by rising meme stock and joke #Crypto interest), heavy #Flight2Safety to kick off May. Value stocks up +3% MTD while Growth down Read More

Earnings Winners ? & Losers ?

? Domestic pandemic recovery strong. As cases continue to rise globally, ?? #COVIDRecovery momentum strong. #Earnings winners saw reopenings and increased spending drive beats. Even #RevengeTravel got a boost with Europe likely opening to vaccinated Americans in summer. ? International pandemic recovery not so much. #COVID19 continues to surge internationally with new all-time case highs. Companies with large international exposure were #earnings losers often Read More

Introducing Achievements ?

Today, we’re excited to share our new app release featuring Achievements ?. We know building wealth through long-term, diversified investing takes patience. ? It always feels easier to spend today vs. save for tomorrow. Achievements celebrate milestones as you build long-term wealth. You’ll complete milestones as your account balance grows over time through investment returns or wealth-building deposits. Update your app to see your next Read More

Value is the new Growth

Market Musings 3/31/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: Despite Q1 weakness in growth-oriented portfolios, we view strengths in Financials and Recovery stocks to continue and near-term correction in Growth names to be a buying opportunity. The first quarter of 2021 Read More

Correcting the Correction

Market Musings 3/9/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: High-growth stocks enter correction territory. Despite today’s rebound, we’re still neutral on Growth names and believe high quality still depressed #COVIDRecovery names have solid prospects to outperform into next year. While markets Read More