Portfolio mix is the intentional distribution of resources and projects across the project classes — commonly Core, Adjacent, and Disruptive Innovation — that operationalize a portfolio's growth objective. It translates strategy into a category-level distribution of investment. In BRI's methodology the mix is set in resource-allocation terms first, with project counts then derived from per-class profiles — not the other way around, since a single Disruptive bet consumes very different resources than a single Core one.
The portfolio mix is the central lever of portfolio strategy: it encodes how much risk the organization is taking and where its growth is expected to come from. It depends on class profiles (the per-class investment, time-to-market, and survival assumptions) and is pressure-tested through portfolio modeling. For the full treatment, see the Portfolio Management pillar at /supporting/portfolio-management. Related Terminology Index entries: Portfolio Strategy; Project Classes; Class Profile; Core Innovation; Adjacent Innovation; Disruptive Innovation.
