Independent Investment Advice

Balanced Investment Strategies

The Perfect Portfolio

What would the perfect investment portfolio look like?

On a scale of 1 – 10, I believe it would require high numbers in the following areas:

The key ingredients:


– Exceeding inflation would be a minimum objective


– Stabile and high income is preferable


– As Roy Rogers indicated we all want a return of our investment


– Having a good understanding of what we own gives us confidence when we need it most.


The perfect portfolio would need to be tax efficient


– It would need to keep costs down to a minimum


– It would be able to convert to cash quickly with little to no transactional costs

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A Forward Looking Process

Rather than monitor just past performance a forward looking process can help determine when future markets would trigger a potential problem or opportunity.

See: The Sky is Falling​

Need some Personalized Advice?

Contact us and we will be happy to point you in the right direction.  No bull.