A balanced investor:

  • Tolerates some ups and downs in the value of their investments
  • Can achieve good returns over the long term
  • Needs minimal income from their investments

What mix of investments suits a balanced investor?

To achieve the results you are looking for as a balanced investor (the amount of money you get back and the ups and downs you experience), you’ll need a certain mix of various kinds of investments. For example, a balanced investor might have: