The Balanced Model Portfolio is designed as a long-term growth and income oriented strategy seeking moderate capital appreciation from US and Foreign Stock Markets, and then balanced with the relative stability of bonds.
The “Normal Allocation” of assets in the Balanced Model is:
US Stock – 60%
Foreign Markets – 15%
Bonds – 25%
Cumulative Returns: 2004 – 2009
Whatever your objective may be, it is our sincere hope that the TopStock IRA/401(k) Portfolios can help you better navigate the markets and provide ideas to improve your investing performance.
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