New feature: New
Your Target Mix follows your profile
Pick Steady, Balanced or Growth once, and your Target Mix fills itself in. Change a target and it becomes yours.
An empty Target Mix is a lot of blank rows. Now it starts from the investor profile you chose in Plan your freedom, so there is nothing to set up.
How it works
- Pick Steady, Balanced or Growth. Your Target Mix shows a split across bonds, funds, stocks, cash and real estate, and follows you if you change profile.
- Hold something the profile does not list, like crypto or gold? It gets a small target of what you hold, up to 5%.
- Change any target and the whole mix becomes yours. A button brings back your profile's mix whenever you like.
Good to know
- With no profile, the Targets tab asks you to choose one, or lets you add targets yourself.
- It works with no holdings at all, so you can plan before you invest.
- If you already set your own targets, nothing changes for you.
The suggested mix is a calculation, not advice.