Vector Money Management

Balanced

Balanced Portfolio:

As the name implies, a Balanced portfolio involves a mixture of equity (stocks), fixed income (bonds), and cash.  The final allocation of assets in this type of portfolio may be established by anything from an institution’s investment policy statement to an individual’s specific income needs.  The primary objectives of the Balanced portfolio are to protect the assets from the vagaries of inflation via long-term capital appreciation while meeting the short-term, current income requirements of the client.