Series 34 Exam » Uncategorized » Portfolio Balance

Portfolio Balance

Portfolio Balance

One of the problems stock investors have is losing their balance in an investment portfolio spread. This balancing problem can occur in a rising market or in a falling market. The balance is the ratio in your portfolio of stocks, bonds and cash. Investors should have a ratio in mind (some leave out cash) of how they want their investments to be in proportion to their total portfolio.

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