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DashboardDEMO

The following is the simplified version of the Nucleus Wealth portfolio builder. Change anything you like below:

Key reports & settings

Portfolios

STEP 1Choose Core Portfolios
Global Leaders 75$40,000
Australian Leaders 75$30,000
Government Bond Ladder$20,000
STEP 2Choose Tilts
Cybersecurity$5,000
Gold Physical$5,000
Other
Cash$00%
Total100%

Illustrative only. Amounts are based on historical weights — not client data or a recommendation.

STEP 3Choose Screens/Exclusions
No Fossil Fuels (Worst Offenders)No Tobacco

Allocation

Australian Shares
29%
Global Shares
44%
Bonds
20%
Cash
<1%
Alternative Assets
5%

Holdings

163 securities
  • Global 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

Model performance

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Returns by period unlock with a login.

Fees

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Estimated and historical fee reporting, itemised.
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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.