Balanced Portfolio
The Balanced portfolio is a balanced portfolio (50% / 50%) between bonds and stocks in the North American market.
The objective of this portfolio is to obtain exposure in different asset classes and at the same time generate great diversification through the use of ETFs (Exchange Traded Funds), that is, investment funds traded on the stock exchange.
The portfolio seeks a low correlation between the invested assets to obtain an acceptable return at a moderate level of risk. This is an investment strategy suitable for those investors with a medium risk profile (3), that is, investors who seek a balance between the stability of their portfolio and its appreciation. It is typically someone who is able and willing to accept a moderate level of risk and returns.
12 month performance *
Currency
USD
Risk
Medium
Minimum investment
0
$
12 month performance *
Currency
USD
Risk
Medium
Minimum investment
0
$
*Includes management costs, does not include tax withholdings.
5 years performance
No Data Found
No Data Found
Diversify into fixed income and variable income to generate a moderate investment in terms of risk.
Consider a long-term savings plan that seeks to include more assets as the portfolio grows.
It is a passive and disciplined investment that generates dividends
No Data Found
- 50% Index Stocks S&P500
- 50% North American Treasury Indexing Bonds
Saks Global does not take into account the recipient’s particular investment objectives, specific investment objectives, financial situation, or specific requirements and needs. Therefore, all Saks Global Publications are offered, unless specifically provided, for informational and/or marketing purposes and shall not be construed as tax or accounting, or a recommendation or trading idea, or any other type of incitement to act, invest or divest in any way (collectively, “Recommendations”). Saks Global will not be liable for any losses arising from any investments based on Recommendations received from it. Saks Global will only be liable (in accordance with the Limitation of Liability section) in the event that a possible Recommendation has not been made in accordance with the standards and practices of the profession. Historical performance or past profitability is no guarantee of future profitability.
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