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An asset allocation is a financial road map that shows you where to put your money based on your own investment objectives, risk tolerance and time horizon.
Example investment portfolio with a diverse 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]
Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.
Today's term: asset allocation. In the most basic sense, asset allocation is simply how one's assets are divided among different asset classes, such as cash, stocks, bonds, real estate, and so on ...
Asset allocation is the value added by under-weighting cash [(10% − 30%) × (1% benchmark return for cash)], and over-weighting equities [(90% − 70%) × (3% benchmark return for equities)]. The total value added by asset allocation was 0.40%. Stock selection is the value added by decisions within each sector of the portfolio.
Asset allocation in your portfolio does not stop once you enter retirement. You want a conservative portfolio overall once you retire, but with more growth-oriented assets when you’re in your ...
Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.
Additionally, asset allocation is perhaps the most important determining factor in the size of nest egg you'll end up with come retirement. In any case, one doesn't have to shift their allocation ...
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