Model Portfolios
Conservative Growth /Balanced
The Conservative Growth / Balanced Model Portfolio is designed to offer investors long-term price appreciation, long-term dividend growth and short-term income (yield) of at least 1% above that of the S&P 500. The benchmark is 60% S&P 500 and 40% Barclays Aggregate Bond.
Model record
$100,000.00 invested on 7/20/2008
Vs. S&P 500 - Barclays Aggr. (60/40)
This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
The manager will add value both with security selection as well as asset allocation between cash, bonds and stocks. In all cases, the manager will adhere to the two goals of long-term appreciation in the portfolio as well as capital preservation, making the portfolio ideal for those in or nearing retirement.
Cash is not required but can go as high as 45% at times when both stocks and bonds are unattractive. Stocks will be a minimum of 45% and a maximum of 75%. Bonds can be as low as 10% and as high as 55%.
ETFs may be used for both equity exposure and all bond exposure. Asset allocation for both tactical and strategic reallocations is likely to generate most of the turnover.
Where this appeared
- /Model/Conservative_Growth_Balanced/ — figures as printed on 3/23/2011
- Letter C of the A–Z index
- All 27 terms
Quoted from /Model/Conservative_Growth_Balanced/ as published between 2008 and 2011. Return to the front page