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WealthSelf

14.6%
2.8%
0.1%

This motif contains stocks from the Financial sector and the Closed-End Fund - Equity industry. Top weighted stocks include iShares iBoxx $ Invest Grade Corporate Bond ETF, Vanguard REIT Index ETF, and Vanguard FTSE Developed Markets ETF. It follows a goal based on risk (maintain holding during high volatility) and targeted retirement in 2037. See more
14.6%
2.8%
0.1%
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Motif Index RTN Since Creation
WealthSelf Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
100% Financial 16.5%
19.9% Vanguard FTSE Developed Markets ETF VEA 28.0%
18.7% Vanguard Short-Term Inflation-Protected Securities ETF VTIP 0.5%
17.1% Vanguard MSCI Emerging Markets ETF VWO 33.2%
16.4% 8xxxxxxx 8xxxxxxx 8xxxxxxxxxxx 8xx 8xx 88.8%
12.0% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
9.3% 8xxxxxx 8xxxx 8 8xxxxx 8xxxx 8xxxxxxxx 8 8xx 88.8%
6.5% 8xxxxxx 8xxxxxxx 8xx 8xxxxxxx 8xxxxxx 8x 8xx 88.8%

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