BASKET
MODERATELY
CONSERVATIVE
PORTFOLIO
A moderately conservative portfolio is an investment strategy that balances the goals of capital preservation and income generation with modest growth potential. It seeks to minimize risk while allowing for some appreciation by combining a higher proportion of fixed-income securities with a modest allocation to equities and other growth-oriented investments. This approach aims to achieve more growth than a purely conservative portfolio, but with less volatility than a more aggressive strategy.
Characteristics
Balanced Risk
Strikes a balance between low risk and modest growth potential
Stable Income
Emphasizes income generation through bonds and dividend paying stocks
Growth
Includes a moderate allocation to equities for capital appreciation
Preservation
Protecting the principal while seeking additional returns
Diversification
Spread across various assets to mitigate risk