Balanced Portfolio

(redirected from Balanced Portfolios)

Balanced Portfolio

A portfolio with money invested equally or almost equally in high-risk and low-risk securities. This allows the investor to take some advantage of market upswings while not losing everything in a downturn. It requires less day-to-day management than an aggressive investment strategy, but more than a defensive one. For example, balanced investors are more likely to buy a certain speculative investment while putting an equal amount of money into Treasury notes.
References in periodicals archive ?
PSEG Power operates one of the most balanced portfolios in the country.
Saxo Bank set up three distinct balanced portfolios, built to assist with wealth development and also offers access to an equity portfolio managed by Saxo Bank in collaboration with Morningstar Investment Management Europe.
The firm manages separate client focused equity, fixed income, and balanced portfolios. It also launches and manages equity, fixed income, and balanced mutual funds for its clients.
However, ERISA's fiduciary principles are based on offering investments that allow participants to confidently develop balanced portfolios in their accounts.
"In the context of balanced portfolios, we have a low strategic weighting for core government bonds to begin with, and our underweight tactical tilts focus on investment grade credit and emerging market bonds (which, together with speculative grade credit, forms the high yielding fixed income asset class).
But, as a recent brief from the center states, they have already recovered roughly half of these losses with the ensuing rebound in the equities market, and those with balanced portfolios may have recovered fully.
The importance of such concepts as balanced portfolios, market strategies and risk management are also discussed in full, with an emphasis on building and following a value-oriented business plan within a competitive environment.
From a portfolio strategy perspective, the index tracking stocks available today allow investors more flexibility than index funds to build balanced portfolios around their own individual circumstances and objectives.
In more aggressive equity-dominated balanced portfolios, the usefulness of inflation-indexed bonds is severely limited by the implied loss of return and the modest impact on overall risk.
It manages more than $3 billion in fixed-income, equity and balanced portfolios.
* US and Latin American balanced portfolios experienced the lowest returns
The Township will require an investment philosophy and strategy that will provide current income as well as opportunity for long-term capital appreciation that meets or exceeds market indices for balanced portfolios. One of the Committee s immediate goals is to update the Policy to conform to current economic benchmarks and federal standards.

Full browser ?