Balanced Portfolio

Objective:  

This model seeks to balance the risk rewards of stock investing with income producing securities. Portfolio will consist of a combination of stock and bond funds.

Investor Profile: 

• Those investors who want capital appreciation yet want to have the benefit of current income.          
• Those investors who are willing to assume a level of risk less than that of stocks.
• Those investors who are somewhat concerned about protecting accumulated assets.
• Those investors who have a 2-5 year time horizon.

Model Portfolio Range:  

Money market 5%, Bond Funds 40-55% and Stock Funds 40-55%.