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Optimize Income Balanced Portfolio

Explore how the Optimize Income Balanced Portfolio is designed to prioritize income generation and capital preservation, while still offering diversified exposure to growth-oriented assets for investors seeking a more conservative, income-focused investment strategy.

The Optimize Income Balanced Portfolio is designed for investors who place a high priority on generating income and protecting capital, while still maintaining exposure to growth-oriented investments. This portfolio blends global equities, fixed income, and diversified income strategies, helping investors meet income needs while supporting long-term total returns.

It is suitable for investors who prefer a more conservative approach to investing, balancing income and stability with modest growth potential.

Investment Mandate

The investment objective of the Optimize Income Balanced Portfolio is to maximize yield and long-term total returns for investors by investing in a diversified portfolio of growth-oriented and income-oriented investments across asset classes, sectors, and geographies, including fixed income securities and equity securities of North American and International public companies, ETFs, mutual funds, and other public diversified securities such as closed-end funds, as well as investments in private securities, private equity securities, and private credit securities.

Portfolio Allocation

  • Optimize Core Equity Fund: 14.5%

  • Optimize Growth Equity Fund: 15%

  • Optimize Premium Yield Fund: 25%

  • Optimize Global Equity Fund: 5.5%

  • Optimize Dynamic Asset Allocation Fund: 14.5%

  • Optimize Diversified Income: 25%

  • Cash: 0.5%

This allocation reflects a balanced focus on income-producing strategies and fixed income, with more moderate allocations to equities and dynamically managed strategies. The portfolio is designed to provide a reliable income stream while maintaining enough growth exposure to support long-term purchasing power and returns.

Who Is This Portfolio Designed For?

The Optimize Income Balanced Portfolio is ideal for:

  • Investors who prioritize income generation and capital stability over aggressive growth.

  • Investors who are preparing for or are in the early stages of retirement and want a balance between income and moderate growth.

  • Investors with lower risk tolerance who still seek diversified exposure to global markets.

What to Expect from the Optimize Income Balanced Portfolio

  • Lower portfolio volatility compared to growth-heavy portfolios.
    The portfolio is expected to behave more conservatively, helping reduce downside risk during market downturns.

  • Stable income generation.
    The significant allocations to diversified income and premium yield strategies support consistent cash flow, making the portfolio suitable for investors with ongoing income needs.

  • Moderate exposure to growth assets.
    While the portfolio is focused on income and stability, it maintains a strategic allocation to equities to support long-term total return potential.

Optimize’s Ongoing Management

At Optimize, we manage the Income Balanced Portfolio with ongoing diligence, monitoring, and rebalancing, ensuring the portfolio remains aligned with its mandate and your evolving financial plan. We also provide personalized coaching and support, helping you stay confident in your portfolio’s role in meeting your income and stability goals, even during times of market uncertainty.