Despite what some advisors might claim, there really is no robotic answer. It’s why we have different strategies for different objectives. Every client gets a portfolio custom-built to their objectives. Our return experience tool illustrates our track record across a conservative, balanced and growth portfolios and provides notable milestones along the way.
This is the portfolio mix that roughly approximates the breakdown of assets you'd need to get this return. Click on any of the assets to get a description of what they are, or click on the categories for more information on them.