Portfolio Builder | Achieve Your Financial Goals

1. What return do you expect on your investment?

2. What annual income do you expect from your investment?

Investment Style

Conservative

You are a conservative investor. You seek to preserve your wealth while earning modest returns. You do not like the idea of a market downturn and will prepare ahead of time to minimize losses during such events. You wish to achieve consistent returns even if it means giving up some upside.

Your potential portfolio

Allocations
Deals

Disclaimer: Neither the content provided herein or the Portfolio Planner or any content generated by it constitutes an investment recommendation, an offer to sell, or solicitation of an offer to buy, sell or subscribe to any securities or other financial instruments. You should not rely on any content generated by the Portfolio Planner to make investment decisions. The Family Office Co BSC (c) makes no representation or warranty, express or implied, in respect of any financial data, projection or forecasts. Read more Past performance is not a guide of future results. We also encourage you to review your investment strategy periodically as your financial circumstances change. The output of the Portfolio Planner is hypothetical and may not reflect the actual growth of investments. The Family Office Co BSC (c) and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon, or as a result of, the information provided herein. Each investment carries inherent risks that may lead to a substantial or total loss of invested capital and there is no guarantee that the relevant investment objective can be achieved. Investors are advised to consider their personal financial circumstances and assess the suitability of illiquid investments as part of their portfolio. Read less