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Equities

Own a share of the companies you follow.

Stocks let you take part in the long-term growth of real companies. Spread across sectors, they can form the engine of a portfolio — with a range of risk to match your goals.

Market overview

A snapshot of major companies.

AA

Apple Inc.

AAPL · Technology

+0.76%

$214.29

24h
MS

Microsoft Corp.

MSFT · Technology

+1.13%

$442.57

24h
JN

Johnson & Johnson

JNJ · Healthcare

-0.42%

$156.82

24h
JP

JPMorgan Chase

JPM · Financials

+0.58%

$202.11

24h
XO

Exxon Mobil

XOM · Energy

-1.05%

$113.47

24h
PG

Procter & Gamble

PG · Consumer goods

+0.31%

$168.94

24h
Sectors

Diversify across five sectors.

Different industries move for different reasons. Spreading across them helps smooth the ride. One-year moves shown are illustrative.

1-year +14.6%

Technology

Software, hardware and internet companies. Often higher growth, with wider price swings.

AAPL MSFT NVDA
1-year +7.2%

Healthcare

Pharmaceuticals, devices and care providers. Tends to be steadier through market cycles.

JNJ PFE UNH
1-year +9.4%

Financial services

Banks, insurers and payment networks. Sensitive to interest rates and the wider economy.

JPM V BAC
1-year -3.1%

Energy

Oil, gas and renewables. Returns can be closely tied to commodity prices.

XOM CVX NEE
1-year +5.8%

Consumer goods

Everyday products and retail. Often more stable, with dependable demand.

PG KO COST

Equity portfolio vs. benchmark

indexed to 100

Illustrative performance. Past performance does not predict future results.

An example sector allocation

Plans with equity exposure

Ways to invest in stocks.

From a gentle starter mix to an equity-focused portfolio, these plans put company shares to work over the long term.

Stocks

Stocks

Blue-Chip Stability

Beginner

Expected ROI

10–18%

Lower risk

Projected over the term. Returns are not guaranteed.

Investment
$10,000 – $1,000,000
Duration
365 days
Asset focus
Large-cap companies & blue-chip stocks

Built for investors starting their equity journey. This plan focuses on established companies with strong financial records, offering a balanced introduction to stock market investing with a long-term approach.

Start investing
Stocks

Dividend Income

Steady income from dependable companies.

Stable

Expected ROI

5–35%

Lower risk

Projected over the term. Returns are not guaranteed.

Investment
$20,000 – $5,000,000
Duration
3 months
Asset focus
Dividend stocks

Focused on established, dividend-paying companies for investors who value steadier returns over a longer holding period.

Start investing
Stocks

Growth Equity

Broad exposure to company growth.

Most chosen

Expected ROI

7–20%

Medium risk

Projected over the term. Returns are not guaranteed.

Investment
$10,000 – $1,000,000
Duration
2 months
Asset focus
Global equities

A diversified spread of growth-oriented companies across sectors, aimed at long-term participation in the market with a balanced risk profile.

Start investing
Stocks

Tech Momentum

Higher-growth technology companies.

High growth

Expected ROI

15–45%

Higher risk

Projected over the term. Returns are not guaranteed.

Investment
$50,000 – $10,000,000
Duration
6 months
Asset focus
Technology equities

Weighted toward higher-growth technology names. More movement in exchange for higher return potential — suited to investors who can ride volatility.

Start investing

Invest in companies for the long run.

See the equity plans, or model a stock-focused investment with the calculator.

Investing involves risk. You may get back less than you invest.