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2. Tactical asset allocation - Wikipedia

   en.wikipedia.org/wiki/Tactical_asset_allocation

   Tactical asset allocation. Tactical asset allocation (TAA) is a dynamic investment strategy that actively adjusts a portfolio 's asset allocation. The goal of a TAA strategy is to improve the risk-adjusted returns of passive management investing. [1]

3. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   Asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1] The focus is on the characteristics of the overall portfolio.

4. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

5. This Morningstar Strategy Could Help With Your Asset ... - AOL

   www.aol.com/finance/help-asset-allocation...

   Thanks to target date funds and some simple rules of thumb, picking a mix of stocks, bonds and cash is pretty straightforward while you're still saving for retirement. According to conventional ...

6. Is It Time to Update My Portfolio?

   www.aol.com/steps-portfolio-164102622.html

   The new year is the perfect time to look at your asset allocation and make adjustments. The events of the past year may have thrown your allocation off, or perhaps you want to respond to the ...

7. How to know if a financial robo-advisor is right for you - AOL

   www.aol.com/finance/know-financial-robo-advisor...

   Now they offer a much wider array of services and financial planning tools. ... you started by recommending an asset allocation that makes sense given your goals and then automatically manages ...