How can I see my portfolio performance and the returns I should expect?
Please go to Performance to view your portfolio performance. You can click on the drop-down menu to view your performance for each goal, or across all your goals for various time periods.
Your expected returns very much depend on your asset allocation and market conditions. You can click here and scroll down to Historical performance of our advised portfolios to see how the various portfolios have performed historically and how we project the future returns, but please remember that past performance may not be indicative of future results.