Balanced Portfolios

What is the objective of these portfolios?
The goal of these portfolios is to offer investors a balanced, easy-to-manage investment strategy by combining equities with fixed income or other asset classes. Through a fixed allocation approach, they strive to achieve steady growth while mitigating risk through diversification.

What qualifies as a Balanced Portfolios?
These portfolios qualify as "Balanced Portfolios" because they strike a middle ground between growth and stability by maintaining a set ratio of equities to more conservative assets like bonds. This balance ensures that investors are exposed to the potential gains of equities while mitigating risk with safer assets, making them ideal for those seeking moderate risk and return.

Why is this family of portfolios rebalanced and tracked each month?
The Balanced Portfolio family was created and tracked to provide a variety of well-diversified, strategic investment options that cater to different risk preferences. By tracking their performance, investors can evaluate how these portfolios hold up over time and against market fluctuations, helping them make informed decisions about asset allocation and portfolio management.

What portfolio recipes are included in the Balanced Portfolios family?
RecipeInvesting tracks the following Portfolio Recipes in the category of Balanced Portfolios:

• Couch Potato: Scott Burns Portfolio (s.couc): uses exchange-traded funds and implements a strategic (also called static, passive, or fixed) allocation for each of the two ETFs in this portfolio recipe based on a recommendation from Scott Burns which uses a 50% equity allocation.
• ETF Moderate Portfolio (s.mode): uses exchange-traded funds and implements a strategic (also called static, passive, or fixed) allocation for each of the eight ETFs in this portfolio recipe based on a balanced approach which uses a 55% equity allocation.
• Safe Haven Portfolio (s.have): uses exchange-traded funds and implements a strategic (also called static, passive, or fixed) allocation for each of the five ETFs in this portfolio recipe based on a balanced approach which uses a 60% equity allocation.
• Strategic 50-50 Portfolio(s.5050): uses exchange-traded funds and implements a strategic (also called static, passive, or fixed) allocation for each of the two ETFs in this portfolio recipe based on a balanced approach inspired by David Swensen which uses a 50% equity allocation.
• Strategic 60-40 Portfolio (s.6040): uses exchange-traded funds and implements a strategic (also called static, passive, or fixed) allocation for each of the two ETFs in this portfolio recipe based on a balanced approach which uses a 60% equity allocation.
• Strategic 70-30 Portfolio (s.7030): uses exchange-traded funds and implements a strategic (also called static, passive, or fixed) allocation for each of the two ETFs in this portfolio recipe that invests only in equities and fixed income securities.

What do Balanced Portfolios have in common?
All of the Portfolio Recipes in the Balanced Portfolios Family share the following characteristics:

• Strategic / Fixed approach
• Rebalance frequency
• Type of funds used

How do Balanced Portfolios differ?
Despite their similarities, Portfolio Recipes in the Balanced Portfolios Family can differ based on these attributes:

• Percentage of equity allocation used

Comparison of Balanced Portfolios