How is my portfolio performing?

After you’ve decided which type of portfolio to invest in, you’ll be able to see how that portfolio is performing within your participant dashboard Your Portfolio page. Below is an overview of the performance markers we track for you:

  • Last 7 days: Your portfolio’s performance or total return over the last seven days.
  • Your all time: Your portfolio’s performance or total return since you started investing.
  • Current weight: This percentage shows the proportion of the portfolio the asset represents.
  • Number of shares: The number of shares you own in the mutual fund.
  • Market value: The value of your holdings in the asset.

Guideline divides managed portfolios between stocks and bonds, based on how aggressive or conservative you want your portfolio to be. The percentage of your assets allocated to each category represents your target allocation. Generally, investments held for retirement are intended to grow your portfolio long-term, despite short-term risk. 

Stocks are considered more aggressive because they tend to be higher risk, higher reward and generate the greatest investment returns over the long-term.    

Bonds may provide steady income regardless of market changes, or may hold up better in the short-term when the stock market does poorly. Bonds are generally more conservative because they are lower risk, lower reward and less likely to generate the investment returns of stocks over the long-term.

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