Equity Portfolio

Equity Portfolio

HIGH RISK
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YTD

34.79%

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Portfolio performance over time. Learn more

About portfolio

This portfolio consists mainly of high-performing stocks with some low-risk assets.

Composition

Stocks
60%-80%
Fixed Income
20%-30%
Cash
0%-5%

How you earn

You earn as the prices of the funds in the portfolio change. Prices can go up or down. If dividends are paid, they are automatically reinvested.

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Annual returns

16.55%

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YTD

3.82%

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YTD

3.13%

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Balanced Portfolio
Balanced PortfolioMODERATE RISK
YTD

25.87%

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YTD

29.48%

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YTD

11.93%

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