Investing for growth can be rewarding but it also can be nerve wracking — especially as one nears or is living in retirement. For those investors, growth may be as important as income or even stability in their accounts, and that is why we’ve created the Lifestyle Portfolios.

Our Balanced Portfolio evenly combines our CAN SLIM^® Investment Program and our Laddered Bond Program into one account. With an equal emphasis on growth as income and stability, this portfolio is right for more risk averse investors or those living in retirement. Growth comes from maintaining 50% exposure to the CAN SLIM^® Investment Program and income and stability comes from maintaining the other 50% in monthly interest-paying, low-cost, bond funds. These bond funds, called exchange traded funds or ETFs, are perfect for diversifying across the yield curve in a cost-effective manner.

You’ll see from the results below how an allocation to bonds can really stabilize a growth investment. It doesn’t simply reduce anxiety and generate interest, however, it also keeps your portfolio growing. Please speak to one of our advisors for more information.

Balanced Program Performance