EquityFolio

Balanced Blue Chips

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

$73,637.20

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Performance

Growth of 100 vs a benchmark of your choice

Return

+0.83%

CAGR

+5.01%

Max drawdown

-3.38%

Benchmark

Holdings

Ticker Shares Avg Cost Price Value Gain/Loss Weight
HD 30 $308.74 $9,262.20
JPM 45 $356.23 $16,030.35
UNH 20 $379.09 $7,581.80
V 35 $370.45 $12,965.75
WMT 120 $107.15 $12,858.00
XOM 90 $165.99 $14,939.10

Allocation