Essentially banks/financial institutions provide four types of products - transactional, savings, investments and insurance. To be balanced one would need a product in each quadrant. Cheque account in the first, savings account in the second (safeguarding your money), investment account (grow your money) and lastly insurance product (in case sh*t happens). If your "portfolio" does not have an account in each of these accounts then you need to visit your local financial advisor for advice in balancing your "portfolio".
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