Balanced Income
Objective
Balanced Income is an actively managed, concentrated portfolio of U.S. stocks and bond ETFs that seeks to provide consistently growing income and long-term capital appreciation. The strategy invests in dividend-paying equities trading at reasonable valuations, as well as stocks of companies that demonstrate an ability to grow earnings and dividends along with excess free cash flow. The fixed-income portion of the portfolio will be invested in a mix of ETFs, and can include investment-grade fixed income, high yield bonds, floating rate bonds, and international bonds.
The strategy generally holds between 30 and 40 stocks and 2 to 5 bond ETFs. The strategy is typically fully invested but can have up to 10% cash.
Sector Allocation
As Of 9/30/2023
Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.
For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.
