EquityFolio

Balanced Blue Chips

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

$77,736.80

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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 — $318.64 $9,559.20
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JPM 45 — $339.54 $15,279.30
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UNH 20 — $407.53 $8,150.60
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V 35 — $402.66 $14,093.10
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WMT 120 — $118.88 $14,265.60
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XOM 90 — $182.10 $16,389.00
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Allocation