Sheets Smith Investment Management
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Conservative Balanced Portfolio

Conservative Balanced Portfolio


 Balanced Investment Philosophy

The lowest risk SSIM balanced alternative. This composite consists of portfolios which have relatively conservative investment objectives.  Managed similarly to our other tactical asset allocation portfolios except these accounts will generally have less exposure to stocks than the other portfolios mentioned above almost all the time.  These portfolios have a maximum exposure to stocks of 50%.  At times cash may be a large position in these portfolios to protect against potential downside risk and maintain client assets.  Performance should be compared to a hypothetical portfolio consisting of 40% Standard and Poor’s 500 (or Russell 3000), 40% Barclays Capital Government/Credit Index and 20% 90-day Treasury Bills.


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