Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

Q

BALANCE PORTFOLIO

The Grumman Albatross™ is a legendary airplane designed with versatility in mind. Able to land on water as well as on a conventional runway, the most famous Albatross belonged to the king of Margaritaville himself, Jimmy Buffet. In the custom cabin of his Horizon Dancer, he was able to land pretty much wherever he needed to in his search for that long lost shaker of salt. To this end, Up Capital Management’s Balance Portfolio is similarly designed to be our most versatile option for those investors who are focused on the primary comforts of today with income and secondarily on long-term monetary goal of capital appreciation. This style of portfolio is for those who are willing to up their risk tolerance from the Income Portfolio for increased growth potential but are still focused on income.

Key Investment Policy Parameters: 0% – 40% maximum growth allocation with the balance invested in fixed income. The maximum loss tolerance for all positions is 8%.

Check out our other portfolios:

Income

20% maximum growth allocation

6% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Balance

40% maximum growth allocation

8% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Growth & Income

65% maximum growth allocation

12% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

Growth

85% maximum growth allocation

15% maximum loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

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