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The following is the simplified version of the Nucleus Wealth portfolio builder. Change anything you like below:
Portfolios
Start from a diversified base. Adjust the weights, or add more portfolios from any category.
Direct Indexing Portfolios
Allocation
- Australian Shares
- 29%
- Global Shares
- 44%
- Bonds
- 20%
- Cash
- <1%
- Alternative Assets
- 5%
Holdings
163 securitiesGlobal X Physical Precious GOLD5.0%
NVIDIA CorpNVDA4.5%
AppleAAPL4.1%
BHPBHP3.9%
Commonwealth BankCBA3.2%
Microsoft CorpMSFT3.1%
AlphabetGOOG2.9%
156 more holdings — visible once you create a login.
Removed by screens: Exxon Mobil Corp, Chevron Corp +2 more
Why investors build it here
- Transparent
- Every holding, screen and fee is visible before you invest.
- Tailored
- Keep the managed base, then tilt and screen it to your values.
- Trusted
- Australian-owned, run by people who invest the same way.
Keep this portfolio
Create a login to save it, then see live values, complete holdings, model performance and fees.
General information only. This preview is prepared and issued by Nucleus Wealth Management Pty Ltd ABN 54 614 386 266 as a corporate authorised representative (CAR No. 1252975) of Nucleus Advice Pty Ltd ABN 61 631 902 915 AFSL 515796. It does not take into account your objectives, financial situation or needs. Past performance is not a reliable indicator of future performance.