Sheets Smith Investment Management
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Total Return Balanced Portfolio

Total Return Balanced Portfolio


 Balanced Investment Philosophy

The portfolios using this approach have similar investment objectives as the Absolute Return Balanced Portfolio except the maximum percentage of stocks in these portfolios is 75%.  At times cash may be a large position in these portfolios.  Although the actual asset mix of the investments varies over time, the performance and standard deviation of returns should be compared to a hypothetical portfolio consisting of 50% Standard and Poor’s 500 (or Russell 3000), 35% Barclays Capital Government/Credit Index and 15% 90-day Treasury Bills.