Updated March 17 2022
We have now replaced the old Model Portfolio with six new portfolios containing up to 100 equities with each portfolio configured at the time of activation by you.
Portfolio options include:
Growth Portfolio
This growth portfolio contains the top 100 performing growth stocks determined by Jaaims. These stocks are selected from the Australian and United States markets. Growth stocks are stocks that have capital appreciation as its primary goal, with little or no dividend payouts.
Income Portfolio
This diversified portfolio contains the top 100 performing income stocks determined by Jaaims. These stocks are selected from the Australian and United States markets. Income stocks are stocks which focus on strong fundamentals and dividend yields
Balanced Portfolio
This diversified portfolio contains a mix of the top 100 income and growth stocks as determined by Jaaims. These stocks are selected from the Australian and United States markets.
ESG Top Performers Portfolio
This diversified portfolio contains a mix of the top 100* ESG performers using the ESG Performance Rating available in the app. These stocks are selected using all markets.
Australia Top 100
This portfolio contains the top 100 traded ASX200 stocks by market capitalisation at the time the portfolio is activated or refreshed
US Top 100
This portfolio contains the top 100 traded US stocks by market capitalisation at the time the portfolio is activated or refreshed.
*Please note that with the top 100 ESG performers portfolio only 100 top performers will feature should there be up to 100 stocks with over performance indicators. With this portfolio it is up to 100.