Balanced Portfolio

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A balanced portfolio invests in both stocks and bonds to reduce potential volatility. Stocks in this portfolio include a balance between those that are dividend yielding and those that look for longer term growth. An investor seeking a balanced portfolio is comfortable tolerating short-term price fluctuations, is willing to tolerate moderate growth, and has a mid- to long-range investment time horizon.

Asset allocation weights fluctuate to allow for risk minimization during times of uncertainty and gives winners a chance to capitalize in a bull market.

An allocation to cash allows for unforeseen liquidity needs.

Weightings

Equity: 60% - 65%

Fixed Income: 30% - 35%

Cash: 5%

A graph of a balanced portfolio with equity (60-65%), fixed income (30-35%) and cash (5%).

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

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