The Balanced investor profile

This is the middle ground: enough time and comfort to hold a solid share of growth assets, balanced by steadier ones. An example for this profile tends to split fairly evenly between growth and stability.

An illustrative allocation

Here is the kind of structure a profile like this might explore — by asset class, never specific products. The ranges are illustrative, not a recommendation.

Asset classIllustrative range
Global equities50–65%
Bonds25–35%
Real estate & alternatives5–10%
Cash & equivalents0–5%
Crypto0–3%

Illustrative example, by asset class only. Not a recommendation — investing involves risk, including loss of capital.

How the pieces fit

Global equities take the lead, balanced by a meaningful share of bonds. A small, optional slice of crypto may appear for those who want it.

Curious where you fit?

Answer a few questions and discover your investor archetype — with an illustrative example portfolio by asset class. Educational, not advice.