BASKET
CONSERVATIVE
PORTFOLIO
A conservative portfolio is an investment strategy that emphasizes capital preservation, low risk, and stable income generation. This type of portfolio typically includes a high proportion of fixed-income securities such as government and high-quality corporate bonds, along with a smaller allocation to low-risk equities, such as blue-chip or dividend-paying stocks. The primary goal is to protect the principal investment while achieving modest, predictable returns with minimal volatility.
Characteristics
Low risk
Focuses on reducing exposure to market fluctuations
Stable Returns
Aims for consistent and reliable income
High-Quality SP
Invested in high grade Structured Products
Limited Equity Exposure
Contains a small percentage of low risk stocks
Diversification
Spread across various assets to mitigate risk