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Find your perfect portfolio

Balance risks with returns

Take your time to find a portfolio that matches your financial objectives and comfort level. To start, think about your account size and investment horizon, your personal risk tolerance, the tax status of your account, and – easily forgotten – how often you can make the time to rebalance your holdings.

With these requirements in mind, you can proceed to the next step: finding that intricate balance between risks and returns that is the essence of successful investing. This chart visualizes our portfolios in these critical dimensions: