Portfolios
Learn more about portfolio performances using the SignalPoint™ process.
Balanced Point Performance Summary
Our Balanced Point portfolio offers a balance of between equity ETFs and fixed income ETFs. The equity portion is based upon sector and offers exposure to approximately 540 companies through the nine (9) industrial sectors of the US market. Each sector of the market is represented by an ETF managed by Invesco PowerShares. 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 objective of the Balanced Point portfolio is 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.
More Information
To learn more about this portfolio download our tear sheet.