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What is a 'target portfolio'?

A QuietGrowth target portfolio with one of the portfolio risk scores refers to the QuietGrowth model portfolio with that portfolio risk score.

It is the desired composition of the investment portfolio. Some of the reasons the actual allocation in the client's portfolio might differ are:

Any of the funds in the client's portfolio might have drifted from its target allocation; or
Execution of trades in whole units of securities.

Also read the answers to the related questions:

When do you rebalance my portfolios?
Why do you rebalance a portfolio?

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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