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Balanced Portfolios

In addition to all stock portfolios, we also manage balanced portfolios.

We will personalize your portfolio to match your specific investment objectives.

 

Some of our clients, who are primarily looking for growth, will invest in our all stock portfolio.

Other clients who want a combination of growth, reduced risk and potentially income will invest in a balanced portfolio.

The combination between growth and income will depend on your individual situation. We can work with you to determine the best investment objectives for you both initially and over time.

Just as we may not be fully invested in stocks at all times, we may not be fully invested towards your desired allocation in fixed income either.

The best time to own bonds is when long-term interest rates are falling and this is confirmed by declining commodity prices and subsiding inflationary pressures. Conversely, bonds perform poorly when inflationary pressures are rising and the Federal Reserve’s monetary policy is too restrictive which in turn pushes interest rates higher. During these periods we would likely sell fixed income securities or shorten bond maturities.

For the fixed income portion of the portfolio, we may buy income-generating investments such as Treasury bonds, corporate bonds, municipal bonds, quality dividend paying stocks or preferred stocks.

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Sell Strategy

We reduce downside risk by not always being fully invested in the stock or bond markets. Alternatively, during a bear market and recession, we would invest in Treasuries and/or money markets. Click below to learn more about this strategy.

Sell Strategy

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