Balanced Investing
Introducing our premier portfolio investment strategy, CapitalBlend Investments Horizons™. Our unique approach combines the power of diversification with disciplined rebalancing and a focus on dividend income. This ETF allocation provides superior risk-adjusted returns and is based on the underlying asset´s track record, liquidity, and alignment with our investment philosophy: efficiency, transparency, long term commitment, technological innovation and global impact.
To maintain optimal balance and control, the portfolio is rebalanced automatically, based on certain criteria the investments must meet, and reviewed on an annual basis. This proactive approach ensures that the invested portfolio remains aligned risk management guidelines, while maximizing the potential for consistent returns. This approach has been proven to capture the best market opportunities, while generating dividend income for the client and positioning the funds for long-term success. Are you ready to add this balanced strategy to your investment plan?
To maintain optimal balance and control, the portfolio is rebalanced automatically, based on certain criteria the investments must meet, and reviewed on an annual basis. This proactive approach ensures that the invested portfolio remains aligned risk management guidelines, while maximizing the potential for consistent returns. This approach has been proven to capture the best market opportunities, while generating dividend income for the client and positioning the funds for long-term success. Are you ready to add this balanced strategy to your investment plan?
Performance
The CapitalBlend Investments Horizons™ strategy performance from 2013-2023. Achieving a 10 year beta of approximately 1.1. For reference purposes only. Past performance does not predict nor guarantee future investment outcome.
Diversification
An optimized blend of ETF assets, automatically rebalanced, to maintain a risk profile slightly above the market benchmark.
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Annual Income
Quarterly dividend distributions, when made available by the underlying assets, serving as a source of regular cash flow for our clients.
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Tax Advantages
Our company is structured to minimize tax effects on potential returns and investment income. Please contact your tax professional for specific advice.
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