BalanceZone Investing Commended as an Alternative to Modern Portfolio Theory

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BalanceZone Investing is recognized as adding value to portfolio management by the nation’s leading financial services market research firm, Dalbar, Inc. BZ emphasizes the importance of a secure Safe-to-Risk Objective and supplies a BalanceZone Scale tool that clearly communicates any change in risk.

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BalanceZone Investing (BZ) is recognized as adding value to portfolio management by the nation’s leading financial services market research firm, Dalbar, Inc. In its 2010 Quantitative Analysis of Investor Behavior (QAIB) publication, http://www.qaib.com, BalanceZone Investing is identified as a viable alternative to Modern Portfolio Theory. Unlike MPT, BZ does not bet on the probability that asset classes in a diversified portfolio will not fall in value simultaneously and that performance averaging will result in adequate growth. BalanceZone Investing emphasizes the importance of a secure Safe-to-Risk Objective and supplies a BalanceZone Scale tool that clearly communicates any change in risk.

Experiencing the market turbulence and portfolio erosion over the past ten years, investors are in desperate need of guidance beyond MPT. BalanceZone Investing questions blind, single-minded adherence to MPT. The Dalbar 2010 QAIB report reiterates that questioning posture and suggests that many investors can profit from alternative strategies such as BalanceZone Investing. Forbes Investor Team writer Ron Rowland referenced the Dalbar 2010 QAIB in his “Bad Rap for Buy and Hold” article. More and more investment experts agree that successful investment strategies should address productive behavior. That is exactly what the BZ tools and the balanced scale code-of-conduct does. Under BZ, the investor has a defined plan and a routine behavior to execute that plan through the best and worst of markets. The BZ Safe-to-Risk Objective becomes the benchmark for signaling wise SELL HIGH and BUY LOW conditions specific to one’s personal portfolio.

BalanceZone Investing stands out when planning and administering retirement savings because it secures significant capital and maps a sustainable, growing income. BZ provides software that helps an investor consolidate all investment statements into a report that pictures a Safe-to-Risk Scale. Everything is in one picture, not stacks of pie charts and account statements.

The BalanceZone tools and code-of-conduct can rebuild investor confidence and navigate changing markets with more success. Any portfolio mix of products works with BalanceZone. The Dalbar 2008 QAIB states that “BalanceZone Investing gets investing right with three words: Balance a Scale.”

Contact Information
http://www.balancezoneinvesting.net
thebziteam (at) balancezoneinvesting (dot) net
Marilyn Kennedy, Publicist
405-359-2739

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Marilyn Kennedy

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