Balanced Income

This portfolio is designed to generate income from a diversified mix of fixed-income and real asset investments. It holds intermediate-term bonds, high-yield corporate debt, international bonds, and real estate investment trusts (REITs), blending higher-yielding assets with more stable ones to balance income generation against risk.

This portfolio could be a good fit if you're looking for income that goes beyond what traditional government bonds can offer and are comfortable with moderate price fluctuations along the way. It may not be the right choice if you need to preserve capital over a short time horizon or if you're uncomfortable with the possibility of losses in exchange for higher yield. It is not designed to compete with equities for total return over the long term, so it may not be appropriate for risk-tolerant investors seeking aggressive growth.