The Balanced Portfolio aims to achieve steady growth while managing risk by investing in a diversified mix of stocks and ETFs. While our primary focus is on the U.S. market, we selectively allocate to international opportunities when market conditions are favorable. Our strategy blends individual equities with ETFs that provide exposure to various asset classes, including fixed income and alternatives, ensuring diversification without direct investment in non-equity products. This approach allows us to capture market upside while maintaining stability through a well-rounded selection of assets tailored to different economic cycles.