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Bigwig Balanced 3 ETF Model Portfolio

Our core balanced portfolio - just right. We have tried to balance risk and return in this one. Mix of Australian Shares, International Shares and Fixed Income.

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  • VAS - Australian Shares Index
  • Asset Class- Australian Shares

  • 30%

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  • IVV - S&P 500
  • Asset Class- International Shares

  • 30%

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  • QPON - Australian Bank Senior Floating Rate Bond ETF
  • Asset Class- Australian Fixed Income

  • 40%

  • Historic Return: 10.11%
  • Worst week : -3.05%
  • Portfolio Risk: Balanced Risk

2018 Bigwig.com.au Financial Services Guide