Description
For long term investors who find themselves RIGHT IN THE MIDDLE. This portfolio is the most commonly purchased. A balanced portfolio is used for investors who are within 10 years of retirement, in retirement and need to grow their assets, with less risk that the usual. GREAT FOR PEOPLE WHO CANT SEEM TO GET INVESTED BECAUSE “THE MARKET IS TOO HIGH.”
QUARTERLEY REBALANCE AND TRADE REMINDERS ARE DELIVERED TIMELY BY EMAIL SO YOU CAN INVEST IN THIS PORTOLIO ANY TIME.
Balanced Portfolio
This portfolio contains stocks, mutual funds, and etfs. This is necessary for proper diversification and correlations!
Trades are free at most discount brokers including (Fidelity, Schwab, TD)- I encourage Fidelity for free stocks, mutual funds and ETFs Save to desktop, print, or stored in the cloud.
Cost of purchase is tax deductible for all brokerage accounts!
Rollover your old 401k and outperform the company plan.
Brokerage accounts, UTMA, Custodial, Business, and others.
Common sense approach by overweighting sectors, with GOOD COMPANIES.
Use as the stock portion (sleeve) or ANY ASSET ALLOCATION
Honest, easy benchmark to be used against your current brokers strategy.
Great way to outperform the market, with almost no effort.
Email to a full service broker to place orders, so no awkward conversations.
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