EquityFolio

Balanced Blue Chips

A diversified spread across technology, financials, healthcare, and consumer names - a broad, balanced foundation for a long-term portfolio.

$77,726.23

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Performance

Growth of 100 vs a benchmark of your choice

Return

+6.05%

CAGR

+22.20%

Max drawdown

-7.08%

Benchmark

Holdings

Ticker Shares Avg Cost Price Value Gain/Loss Weight
HD 30 — $317.89 $9,536.70
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JPM 45 — $339.03 $15,256.35
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UNH 20 — $407.00 $8,140.00
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V 35 — $402.60 $14,091.00
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WMT 120 — $118.79 $14,254.68
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XOM 90 — $182.75 $16,447.50
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Allocation