A unique financial path with personalized investment strategies

Navigating Portfolio Strategies

Investment strategies that match client goals by balancing equities, bonds, and cash for personalized financial solutions.

Navigating Portfolio Strategies

At Madelor, different investment strategies cater to a variety of client objectives and circumstances. Customization is the key when designing an investment plan, as any strategy, including the mix of equities, fixed-income assets, and cash, plays a decisive role in shaping your financial journey.

Our ability to align your goals with an individualized portfolio strategy sets us apart and is essential to create tailor-made solutions. Explore the range of available strategies and discover how we formulate an approach that perfectly suits you.

Here's how we support your portfolio's growth and evolution:

Designing a portfolio with the correct balance of equities, cash, and fixed-income investments is a skill that considers financial objectives, risk appetite, how long you plan to invest, and market conditions. There's no off-the-shelf solution, and the right balance will likely be completely different from one investor to another.

Here are how different strategies could translate into allocations:

Conservative: If you're cautious and prefer generating income and preserving capital, you might look more heavily to bonds (government or corporate). A typical portfolio allocation could be as much as 70-80% invested in bonds and 20-30% in equities.

Balanced: For those seeking a balance between income and growth with moderate risk tolerance, a more even-handed approach could be around 50-60% invested in bonds and 40-50% in equities.

Growth: If you're willing to accept a higher level of risk, have a longer investing timeline, and want to see capital growth, a much higher exposure to equities would be appropriate. 60-100% of funds invested in equities would be a typical allocation.

Income-Oriented: Investors looking more for income might heavily favor bonds, with only a small investment in equities, if at all. Bonds may constitute 80-100% of the total portfolio.

These are only general guidelines, and what's suitable for you will depend on your financial situation and objectives, which is why all portfolios are customized.