North American Balanced Portfolio Composite

At Goodreid, we believe in transparency. We use a peer benchmark — the Morningstar Global Equity Balanced Category Average — to provide a relative comparison of our performance. How does your manager stack up against their peers?

While we manage customized and segregated client portfolios, this composite is an aggregation of all Goodreid managed client portfolios where the Investment Policy Statement allocates the portfolio across multiple asset classes.

These portfolios contain a mix of:

The objective is to build a broadly diversified portfolio for long-term investors who value a mix of both income and capital investments.

Download our full performance here

Performance vs. Benchmark Index as of March 31, 2024