EquityFolio

Balanced Blue Chips

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

$74,309.00

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Performance

Growth of 100 vs a benchmark of your choice

Return

+2.41%

CAGR

Max drawdown

-0.75%

Benchmark

Holdings

Ticker Shares Avg Cost Price Value Gain/Loss Weight
HD 30 $332.35 $9,970.50
JPM 45 $350.44 $15,769.80
UNH 20 $424.77 $8,495.40
V 35 $363.22 $12,712.70
WMT 120 $110.96 $13,315.20
XOM 90 $156.06 $14,045.40

Allocation