Thematic Portfolios are a simple and organized way to invest in multiple assets at once, following a defined strategy or inspired by well-known investors.
What are Thematic Portfolios?
They are combinations of stocks and ETFs selected under a specific criterion:
Investment strategy (bonds, dividends, technology, etc.)
Portfolios inspired by famous investors like Warren Buffett, Bill Ackman, Mohnish Pabrai, among others.
Each portfolio comes with a suggested allocation, so you can invest in the entire set with a single tap, without having to pick each asset individually.
How to invest in a Thematic Portfolio?
Go to the Explore → Portfolios section in the Hapi app.
Select the portfolio that interests you most.
Review its description, the assets included, and their allocation.
Click on Invest and enter the amount (consider the minimum required).
Review the details and confirm your order.
Done! You’re now investing in a portfolio.
👉 From the portfolio itself, you can invest again, buy or sell individual assets, or even liquidate the entire portfolio.
Benefits of investing in Portfolios
Convenience: invest in several assets automatically and with one tap.
Diversification: your investments are spread across different sectors or strategies from the start.
Organization: track each portfolio’s performance separately.
Flexibility: sell individual assets or continue investing in the same portfolio whenever you like.
Who is this feature for?
Beginners: who don’t know where to start.
Active investors: who want to organize their assets by strategy or theme.
Users seeking inspiration: who prefer curated options.
Requirements to invest
Have available balance in your Hapi account.
Choose the portfolio that interests you most.
Confirm your investment.
What happens after you invest?
Once confirmed, you’ll be able to:
View all the assets in the portfolio and their relative weight.
Track movements and performance in real time.
Sell assets individually or the entire portfolio.
Make additional investments in the same portfolio.
Examples of Thematic Portfolios
Smart Cash – Bonds: ETFs for safety and stability.
US Market ETFs: Diversification across U.S. stocks and bonds.
Dividend Kings: Focused on passive income and stability.
Growth ETF Picks: High-growth technology-oriented portfolio.
Magnificent 7: The seven leading tech giants.
Latam Economy: Exposure to Latin American economies.
Warren Buffett – Berkshire Hathaway
Mohnish Pabrai – Pabrai Investments
Bill Ackman – Pershing Square
Bill & Melinda Gates – Top Picks
Carl Icahn – Top Picks
Important
Hapi does not recommend one portfolio over another; you decide where to invest.
Portfolios help organize your investments, but all investments carry risks.
You can further diversify by combining different portfolios according to your goals.
If you still have questions, you can contact our support team here. We’re here to help!