A Guide To Motif Investing: Strategies For Success

how to use motif investing

Motif Investing was an online broker that allowed investors to create and trade portfolios, called motifs, based on specific themes or investing ideas. Motif Investing offered a fresh perspective on online investing by letting users craft and invest in portfolios centred around certain themes, sectors, or investing ideas. Instead of singular stock purchases, users could buy a motif, a pre-built or customised set of up to 30 stocks or ETFs, reflecting specific ideas like clean energy, tech innovation, or even social responsibility. This approach empowered investors to express their beliefs or predictions about market trends in their portfolios. Motif Investing was founded in 2010 and ceased operations in April 2020.

Characteristics Values
Type of company Online broker
Type of investing Concept-driven investing
Target audience Individuals and financial advisors
Investment options Stocks, bonds, funds, securities
Investment themes Corporate governance, carbon footprint, etc.
Minimum investment $250
Fees $9.95 per trade, $19.95 for real-time trades, $95 account termination fee
Other features Customizable portfolios, fractional shares, IPO access

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Motif Investing allows users to create and trade portfolios, called motifs, based on certain themes, sectors, or investing ideas

Motif Investing is an online broker that allows users to create and trade portfolios, known as "motifs", based on certain themes, sectors, or investing ideas. This innovative platform empowers investors to buy groups of similar stocks in a single transaction, making it easier to align investments with personal beliefs or market predictions.

To get started with Motif Investing, users first need to sign up and create an account. Once registered, investors can explore the wide range of motifs available on the platform. Motifs are professionally curated portfolios, typically consisting of up to 30 stocks or ETFs, that are centred around specific concepts or values. For instance, there might be a "Robotic Revolution" motif or a "Medical Devices" motif. Investors can browse these motifs, analysing their composition and performance, before deciding which ones to invest in.

One of the key advantages of Motif Investing is the ability to customise motifs. If an investor disagrees with the weighting of a particular motif, they can adjust it by adding or removing stocks to better align with their interests and risk tolerance. This level of customisation allows users to create tailored investment strategies that suit their preferences.

In addition to customisation, Motif Investing offers educational insights and analyses for each motif, aiding investors in making informed decisions. The platform provides valuable information to help users understand the complexities of investments, making it accessible to those who are new to investing.

The cost structure of Motif Investing is also attractive. Trading motifs is typically more cost-effective than purchasing individual stocks or ETFs. The platform charges a low commission fee of $9.95 for buying or selling motifs, and there is no annual fee for certain portfolios like the New Wave Portfolio and the Motif 500 Portfolio.

Overall, Motif Investing offers a unique and user-friendly approach to investing, allowing individuals to create and trade portfolios that reflect their interests and values. With its combination of thematic investing, customisation, and educational resources, Motif Investing provides a compelling option for those looking to enter the world of investing.

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Motif Investing is an online broker that provides concept-driven investing for individuals and financial advisors

This approach empowers investors to express their beliefs or predictions about market trends in their portfolios. Motif combines traditional brokerage capabilities with thematic investing, allowing investors to align their investments with their personal beliefs or predictions. For example, a user interested in electric vehicles can invest in a "Battery Charged" motif, or they can invest in Apple by purchasing a "Robotic Revolution" motif.

In addition to providing a wide range of pre-built motifs, Motif Investing also offers customisation options. Users can design their own motifs by selecting from various stocks and ETFs to build a portfolio that suits their preferences. This flexibility allows investors to tailor their investments to their specific interests and risk tolerance levels.

One of the most attractive features of Motif Investing is its affordability. Trading motifs typically cost less than purchasing each stock or ETF individually. The platform charges a low fee of $9.95 for buying or selling motifs, and there is no annual fee for investing in certain portfolios.

To get started with Motif Investing, users need to sign up, verify their email address, open a brokerage account, fund their account, and then explore the Motif Catalog to find motifs that align with their interests and investment goals. The platform also offers social features, allowing users to connect and network with other investors, follow their activities, and see how others rank individual motifs.

Overall, Motif Investing provides a unique and easy way to invest in what interests individuals at a very low price. It empowers investors to express their concepts and ideas through their investments, making it a compelling option for those seeking a concept-driven investing approach.

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Motif Investing is a platform to invest in ideas. The site has more than 50 motifs: groups of stocks orbiting certain investable themes

Motif Investing is an innovative online broker that allows investors to create and trade portfolios, called motifs, based on specific themes or investing ideas. The site has more than 50 motifs, which are groups of stocks orbiting certain investable themes.

Motif Investing empowers investors to buy groups of similar stocks in one investment transaction. Motifs are a basket of stocks based on a single idea or value. For example, if you believe electric vehicles are the future, you can invest in a "Battery Charged" motif. Or, if you want to invest in Apple, you can do so without having to buy a certain number of whole shares.

The "Robotic Revolution" motif, for instance, is divided into Medical Applications, Industrial Solutions, and Maritime Exploration segments, with percentages indicating how much of the entire motif each segment represents. You can always choose another motif if you disagree with the weighting.

Each motif contains up to 30 stocks or ETFs, and you can buy a pre-built or custom motif for $9.95. This pricing also applies when you sell motifs, buy additional ones, or rebalance positions within a motif. The minimum investment amount is $250 for buy and sell orders, although Motif recommends investing at least $300 to cover the fee.

Motif Investing also offers retirement account options with no fees for opening or maintaining an account, only a $95 account termination fee.

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Motif Investing allows investors to buy groups of similar stocks in one investment transaction

Motif Investing is an online broker that allows investors to buy groups of similar stocks in one investment transaction. This is done through the creation of "motifs", which are groupings of stocks based on a single idea or theme. For example, an investor interested in electric vehicles could invest in a "Battery Charged" motif, which would include stocks related to that theme.

The process of using Motif Investing starts by signing up for an account and funding it with real money. Once an investor has identified a motif that they are interested in, they can drill down into the specific stocks that make up the motif and even customise it by adding or removing stocks. When the investor is ready to invest, they can buy the motif with one click and a small commission fee.

Motif Investing offers a unique and easy way to invest in what interests the investor at a very low price. It is ideal for those who want to have more control over their portfolios and don't want to be forced into buying a certain number of shares. The platform also offers the ability to create custom motifs from scratch and share them with others.

However, it is important to note that Motif Investing may not be suitable for everyone. The motifs might not be as diversified as a portfolio designed by a professional financial advisor, and individual motifs might be more volatile than a well-diversified portfolio. Additionally, the platform may be overwhelming for beginners due to the large number of options and the responsibility of selecting multiple stocks.

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Motif Investing enables investors to trade intelligently weighted baskets of stocks and bonds built around themes, investing styles, or multi-asset models in single transactions

Motif Investing was an online broker that allowed investors to trade intelligently weighted baskets of stocks and bonds built around themes, investing styles, or multi-asset models in single transactions. In other words, it allowed investors to buy groups of similar stocks in one investment transaction.

Motif Investing offered a unique perspective on online investing by letting users craft and invest in portfolios centred around certain themes, sectors, or investing ideas. Instead of singular stock purchases, users could buy a motif: a pre-built or customised set of up to 30 stocks or ETFs, reflecting specific ideas like clean energy, tech innovation, or even social responsibility. This approach empowered investors to express their beliefs or predictions about market trends in their portfolios.

The platform combined thematic investing with customization, allowing for a tailored investing experience. Motif's unique platform enabled investors to focus on broader themes or sectors, making it easier to align investments with personal beliefs or predictions. For example, investors could choose a “Robotic Revolution” motif or a “Medical Devices” motif.

Users could also design their own motifs, selecting from various stocks and ETFs to build a portfolio that suited their preferences. This level of customization set Motif apart from the competition. In addition, Motif offered real-time trading, insights on each motif, and the ability to adjust and personalise motifs as desired, merging traditional brokerage capabilities with thematic investing.

The service was also affordable, with a $9.95 fee for buying or selling motifs, which was more cost-effective than purchasing each stock or ETF individually. Motif also offered lower rates for borrowing against portfolios compared to competitors.

Overall, Motif Investing provided a user-friendly and innovative platform for investors to create and trade intelligently weighted baskets of stocks and bonds built around themes, investing styles, or multi-asset models.

Frequently asked questions

To get started with Motif Investing, you need to sign up for an account, verify your email, open a brokerage account, fund your account, and then explore the Motif Catalog.

Motifs are groupings of stocks that are based on a single idea or value. For example, the Robotic Revolution motif is split into Medical Applications, Industrial Solutions, and Maritime Exploration.

Motif Investing is cheap. Most services charge a $5 to $10 trade commission for one particular stock. If you invest in a motif, you’re getting up to 30 stocks for just $9.95.

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