EquityFolio

Balanced Blue Chips

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

$73,985.00

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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 $331.93 $9,957.90
JPM 45 $347.85 $15,653.25
UNH 20 $418.98 $8,379.60
V 35 $362.83 $12,699.05
WMT 120 $111.27 $13,352.40
XOM 90 $154.92 $13,942.80

Allocation