{"id":1807,"date":"2024-04-25T06:08:15","date_gmt":"2024-04-25T06:08:15","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1807"},"modified":"2026-03-02T19:23:09","modified_gmt":"2026-03-02T19:23:09","slug":"when-it-comes-to-the-stock-market-how-do-you-define-a-balanced-portfolio","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/25\/when-it-comes-to-the-stock-market-how-do-you-define-a-balanced-portfolio\/","title":{"rendered":"When it comes to the stock market, how do you define a balanced portfolio?"},"content":{"rendered":"\n<p>A balanced portfolio is one that is aligned to your requirements and special needs. It is not the same as a balanced fund.<\/p>\n\n\n\n<p>Let us take an example, a portfolio well balanced for a 30 year old might be having 75% equity, 20% debt assuming he has high tolerance for risk. However for a 65 year old senior citizen, this is not a well balanced portfolio! You get the gist!<\/p>\n\n\n\n<p>A balanced fund is different because it just invests as per a set norm (e.g.: 70% equity, 30% debt) and is not fine tuned to each individual.Upvote10<\/p>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Market Volatility Doesn&#8217;t Have to Derail Your Goals<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">The investors who build wealth through market cycles are those with a plan built for their timeline \u2014 not the market&#8217;s. Get a free portfolio review from our advisors.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/resources\/calculators\/cagr\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">CAGR Calculator \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Free Portfolio Review<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>A balanced portfolio is one that is aligned to your requirements and special needs. It is not the same as a balanced fund. Let us take an example, a portfolio well balanced for a 30 year old might be having 75% equity, 20% debt assuming he has high tolerance for risk. However for a 65&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/25\/when-it-comes-to-the-stock-market-how-do-you-define-a-balanced-portfolio\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">When it comes to the stock market, how do you define a balanced portfolio?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[136,26],"tags":[],"class_list":["post-1807","post","type-post","status-publish","format-standard","hentry","category-balanced-portfolio","category-investments"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1807","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1807"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1807\/revisions"}],"predecessor-version":[{"id":3329,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1807\/revisions\/3329"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1807"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1807"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}