Our Ultimate Blend Portfolio

The Ultimate Blend Portfolio – What is it?

The objective of the Ultimate Blend Portfolio is to provide a high level of stable investment returns through a combination of interest, dividend, and capital gains while emphasizing capital preservation. The portfolio is designed to meet a range of investors’ goals, timeframes and risk tolerances, and is built on the following principles:
 

1. Asset Allocation is the most important source of portfolio return
2. Risk Management drives portfolio construction and security selection
3. Rebalancing and dynamic asset allocation improves risk control and portfolio returns
4. Income plays an essential role in portfolio construction
5. Minimizing turnover and taxes reduces costs and improve returns

Income & Growth	Conservative Asset Allocation	Tactical Growth