This exchanged traded fund (ETF) portfolio offers a balance of equity ETFs and fixed income ETFs. The equity portion is represented by diversified exposure to each of the ten (10) industrial sectors of the US market. Each sector of the market is represented by an individual ETF managed by Invesco PowerShares. Approximately 540 different companies are represented in the equity portion of the portfolio. The fixed income is comprised of nine (9) select ETFs, and cash reserves. The fixed income portion of the portfolio provides exposure to income oriented securities ranging the spectrum in quality and maturities. The higher quality elements include treasuries, agencies and investment grade corporate bonds. Additional exposure to REITs and high yield debt is also provided to enhance yield.
The investment objectives of the Balanced Point portfolio are to preserve capital, provide current income and long-term growth through a portfolio that offers diversified exposure to the US equity and fixed income markets. The blended benchmark of the portfolio consists of 60% S&P Index and 40% US Aggregate bond Index.
To learn more about this portfolio download our tear sheet.
SignalPoint Asset Management, LLC
Office Hours: 8:00 am—5:00 pm Monday—Friday
1201 E Walnut Street, Springfield, Missouri 65802
Phone: 877.769.9980
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