Balanced Portfolio
A moderate-risk investment strategy that balances growth and income, designed for investors seeking steady returns with controlled volatility.
Back to Wealth ManagementPortfolio Features
Designed for investors seeking a balanced approach to wealth building
Growth & Income
Balance between capital appreciation and income generation
Moderate Risk
Managed risk exposure with diversified investments
Long-term Focus
Strategic allocation for sustainable wealth building
Investment Allocation
Strategic allocation across different asset classes for optimal risk-adjusted returns
Equities
50%
- Global Stocks
- Dividend Growth Stocks
- Sector ETFs
- Growth Companies
Fixed Income
40%
- Corporate Bonds
- Government Securities
- High-Yield Bonds
- Bond ETFs
Alternative Investments
10%
- Real Estate
- Commodities
- Hedge Funds
- Private Equity
Performance Metrics
Track record of balanced returns with moderate volatility
Expected Returns
Annual Return:6-8%
Income Yield:2-3%
Capital Growth:4-5%
Risk Metrics
Volatility:Medium
Maximum Drawdown:-10%
Sharpe Ratio:1.5
Ready to Start Investing?
Begin your journey with our balanced portfolio and experience the benefits of growth-focused investing with controlled risk.