Investment Portfolios
Investment PortfoliosInvestment Portfolios that meet your individual needs, goals and expectations while helping others become more financially literate.
It’s all about selecting the right asset allocation that maximizes your return, while limiting risk. More importantly, it’s about finding the right financial advisor to manage your portfolio; someone who has your best interest in mind. That is why we created the Bulging Wallet portfolios to offer our clients the ability to invest strong and prosper.
Whether you have a need for current income, a balanced approach, or a long-term growth strategy, our portfolios match up with the best managers and funds in the business to accomplish each portfolio objective.
The Bulging Wallet Effect
To achieve the best possible asset allocation in our portfolios we use a diversified mix of mutual funds and Exchanged-Traded-Funds (ETFs). We do not use one specific fund company or investment manager, but multiple managers, selected for their experience and expertise in a specific asset class or style.
We also employ an investment strategy that allows the portfolio to take advantage of the combination of passive and active management.
Rebalancing
Rebalancing is the process of adjusting the weighting of your portfolio’s asset classes to reflect your target Investor Profile.
Carefully building an investment portfolio is only part of the process. Periodic rebalancing keeps your portfolio in line with your selected model portfolio.
The hypothetical portfolio below begins in Period 1 with a target asset allocation model that divides the portfolio into four asset classes – each representing 25% of the total. Over time, the difference in investment performance of the four asset classes may shift the asset allocation away from original guidelines, resulting in risk characteristics that are out of line with the Investor Profile. Rebalancing is the solution.
Financial Literacy Give Back
At MackHouse Capital, we understand the need for financial education. That is why 8% of our fees from the Bulging Wallet portfolios goes towards the promoting of financial literacy.
Why The Need For Financial Literacy?
While a majority of parents say they are responsible for teaching children about finances, 31% say they never talk to their children about the topic, according to a CNBC + Acorns and Momentive survey.
Being financially literate empowers individuals on how to invest and create wealth. Being financially literate generally enlightens them in various ways through which they can invest their money and generate more wealth. It prevents them from making poor financial decisions.
We are currently in discussion with potential partners regarding our distributions and financial literacy programs.
Find out more at www.mybulgingwallet.com
or give us a call today 1-812-205-2191
