Bill & Melinda Gates Top Picks

Performance

1 year

3.41%

2 years

4.58%

3 years

13.95%

5 years

11.15%

About

A portfolio built around Microsoft and complemented by solid investments in essential sectors—designed for those seeking exposure to tech and sustainability.

Portfolios are not based on your needs or risk profile. Portfolios will not be rebalanced and allocations will not be updated in any way, except by you or corporate actions.

Learn more about this portfolio methodology. This plan was last updated on October 23, 2025.

Diversification does not eliminate risk. Portfolio options are not a recommendation of a portfolio or its individual holdings or its default allocations. You should do your own research before investing in a portfolio.

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