Investor type
The Halal Balanced Portfolio includes a mixture of gold, non-interest bearing cash, and the Shariah-compliant Wealthsimple World Equity Index ETF.
This portfolio is designed for an individual with medium-to-high risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.
Performance
We've modelled the Halal Balanced portfolio below. This portfolio has grown by 11.1% (net of fees) since the strategy's inception on May 14, 2021, to November 30, 2023.
| Initial Value: $10,000 | End of Period Value: $11,100 |
| Investment Growth - Time Period: May 14, 2021 - Nov 30, 2023 | |
| Period | Performance (Cumulative) |
| 1m | 2.9% |
| 2023 | 7.1% |
| Inception | 11.1% |
| Inception (annualized) | 4.2% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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