Global equities, explained

Global equities are the growth engine of a portfolio — shares in companies around the world. Over long periods they have tended to grow the most, but they also swing the most along the way. The longer your horizon, the more time they have to ride out the bumps.

Its role in a portfolio

Because they tend to grow the most over long periods, global equities usually drive a portfolio long-term returns — and its short-term swings. They reward patience more than timing.

Which profiles lean into it

Growth and aggressive-growth profiles lean into global equities the most; preservation profiles keep only a small slice. The right amount depends on your time horizon and comfort with volatility.

Key terms: Stock · Dividend · Volatility

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