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How does the upgraded portfolio help me?

The expanded portfolio mixes potential for growth with additional diversification. In this portfolio, Large Cap provides stability, Mid Cap provides additional growth and US Equity provides geographic diversification.

  • Mid Cap: While mid cap investments were already available to you as part of Diversified earlier, a specific allocation for mid-caps allows larger portfolios to benefit from their potential for higher growth. This, of course, comes with added volatility.
  • US Equity: This is a means to diversify in another, uncorrelated, equity market; and gain the benefits of the appreciating dollar.
The right distribution of investments across sub-asset classes in the appropriate amounts creates a better risk-adjusted portfolio.


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