Stock Bundles: A New Way to Discover and Invest

Earlier this month, we launched a series of exciting new tools focused on maximizing your money and diversifying your portfolio in some simple — yet fun — ways. As part of that rollout, we are now offering stock bundles to provide you with another investment option and another possible way to bolster your wealth-building journey.  

Bundles are not funds; rather, they’re a package of individual stocks that focus on a certain objective or theme, like, say, cloud computing or dividend blue chip stocks. Bundles are designed to supplement your core portfolio; save you time (no more scouring forums to find new stocks that might be good investments); and help you discover stocks that interest or intrigue you — you’ll likely recognize a handful of company names in each bundle, but likely not all of them. For example, if you’ve been eyeing Nvidia but want to avoid some of the risk that comes in investing in a single company, you might be interested in our AI-related bundle. 

One of the most convenient features of our stock bundles is that you can make purchases based on a dollar amount, instead of a share quantity. Origin will do all the math to make the investments based on the dollar amount you want to invest, eliminating more work for you and streamlining the way to a more diversified portfolio.

How are bundles different from automated index funds? 

Bundles are merely a different way to buy stocks — in a group, rather than as individual securities. Index funds are a combination of global stocks and bonds. Origin’s stock bundles are not “robo” managed (in comparison to other funds, which often are), meaning there’s no automated rebalancing (aka: dividends will not get automatically reinvested into the paying stock) or discretionary buying and selling. Once you’ve bought a stock bundle, it’s yours to manage, and you can do whatever you want with the securities it includes.

The composition (that is, the stocks within a given bundle) may also change over time, meaning that if you buy a bundle today, and then buy the same bundle again in a year, the component stocks may be different. 

Each company in a bundle is equally represented: For example, a 20-stock bundle would have 5% in each holding by default. However, you have the ability to adjust the weighting of individual stocks within the bundle to your preference — even eliminating certain stocks from the bundle if you want. 

OK, I’m in. What kind of bundles is Origin offering?

Our 15 bundles fall into two categories: industry based and strategy based. If you want to invest in companies doing similar work, we’ve compiled these bundles: 

• Chip Champions: The top stocks in the semiconductor industry (Nvidia, Qualcomm, Entegris, etc.). 

• Future Mobility: The leading US-traded companies in the electric and autonomous vehicle industry — from General Motors to Baidu. 

• Cloud Capital: The top performers in the rapidly growing cloud computing industry, including Salesforce, Google, and Nutanix.

• Travel Titans: A diversified selection of stocks in the hospitality and travel industry, from Hilton to Delta to RyanAir.

• Content Kings: A curated selection of the largest streaming and gaming companies, with big names like Netflix and Spotify, and lesser known companies like Unity Software.

• Pure Power: The most prominent players in the U.S. clean energy sector. 

• Future Factories: Companies driving innovation and efficiency in manufacturing, like C3Ai and Rockwell Automation.

• Ocean and Orbit: Those pushing the frontiers of space and sea exploration, from Lockheed Martin to Moog.

• Principled Properties: Socially and environmentally responsible real estate companies.

And these bundles are compiled based on the economic or business strategy they employ: 

• Dividend Deluxe: The top-performing, dividend-paying companies from the Dow Jones US Dividend 100 Index.

• Gentle Giants: Stocks classified as having lower volatility compared to other stocks in the S&P 500.

• Buybackers: The largest stocks in the Nasdaq US Buyback Achievers Index.

• Midcap Movers: The largest companies in the S&P 400, which measures the performance of mid-sized companies with market caps ranging from about $2 billion to $10 billion. 

• Queen Bee Capital: A collection of companies from the S&P 500 and Fortune 500 that are publicly traded and have women CEOs.

• Buffett’s Picks: The top holdings from Berkshire Hathaway.

Interested?

Learn more about stock bundles.