Example dashboard. Invented numbers, not a real client. A client sees their own, kept up to date.
Back to ariwealth.comTap any holding to open it.
The engine of the portfolio. We add to this monthly and leave it alone.
Here so you are never a forced seller of shares in a bad year.
Pays a coupon while the underlying stays above its barrier. I watch the observation dates and tell you before each one.
A small holding that tends to do well when everything else is having a bad week.
Going in over the next four months rather than all at once, as we agreed.
The live markets tracker, which clients get alongside their dashboard. Frozen example view. The real one moves through the day.
Markets are quiet today. The major indices are essentially flat and there is nothing here that should change anyone's plan. I write a line like this each morning so you know whether the noise matters to you, which most days it does not.