What Does An Investment Portfolio Look Like ?
A good investment portfolio maintains a balance between steady income and risks. There is a lot of difference between a high profit portfolio and a good investment portfolio. A high return portfolio will also be taking high risks. |
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That means it can change from high income to low income portfolio within no time.A typical investment portfolio can be low risk, medium risk or a high risk one. However, most of the portfolios do take some amount of risks, and a healthy portfolio will make some losses, have a steady income and also have some profits. The investments may keep changing like the companies may change. Some may exit and others may enter, and this is how the balance of the portfolio is maintained. By doing this frequently, the portfolio becomes less volatile to the market conditions.
Here is a sample investment portfolio that will give you an idea about what an investment portfolio should look like.
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Aggressive |
Moderate |
Conservative |
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%Equity |
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100% |
60% |
40% |
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%Bond |
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0% |
40% |
60% |
Fund Category |
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US Large Blend |
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11% |
6% |
4% |
US Large Value |
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11% |
7% |
4% |
US Small Blend |
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11% |
7% |
5% |
US Small Value |
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12% |
7% |
5% |
US REITS |
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5% |
3% |
2% |
International Large Blend |
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9% |
5% |
3% |
International Large Value |
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9% |
5% |
4% |
International Small Blend |
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9% |
6% |
4% |
International Small Value |
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9% |
6% |
4% |
International REITS |
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5% |
3% |
2% |
Emerging Markets |
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9% |
5% |
3% |
Intermediate-Term Treasury Bonds |
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0% |
20% |
30% |
Short-Term Treasury Bonds |
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0% |
12% |
18% |
Inflation Protected Bonds (TIPS) |
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0% |
8% |
12% |
Here are some of the best assets to invest in when building up your investment portfolio:
- U.S. Large Blend
- U.S. Large Value
- U.S. Small Blend
- U.S. Small Value
- International Large Blend
- International Large Value
- International Small Blend
- International Small Value
- U.S. REITs
- International REITs
- Emerging Markets
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What Does An Investment Portfolio Look Like ?
