Professional Money Management with less Risk

Paragon's Moderate Portfolio is designed for moderate investors who want to reduce exposure to market risk and volatility, but retain the potential for higher investment returns. The Blended Portfolio is a combination of Paragon’s Conservative Portfolio, Managed Income, and Paragon’s Growth Portfolio, Top Flight.

Conservative Component

The highest-ranked ETF's or mutual funds in the Managed Income Portfolio serve as the conservative component of the portfolio.

Growth Component

The highest-ranked ETFs from the Top Flight Portfolio serve as the growth component of the portfolio.

Allocations

The balance between the conservative and growth components of the Blended Portfolio changes from time to time based on Paragon's quantitative allocation model, which factors current market conditions and targets a moderate investment objective, with respect to your preservation of capital.

For example, when the Blended Portfolio was initially offered in January 2003, our recommended conservative/growth allocation was 20% / 80%. Paragon anticipates the conservative/growth allocation could potentially range from 25% conservative / 75% growth to 80% growth / 20% conservative, depending on our quantitative model results.

For a review of the components and risks of each investment, please read the descriptions of the Managed Income Portfolio and the Paragon Top Flight Portfolio.