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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]
Whether you’re just starting out or enjoying retirement, having the right mix of investments, also known as asset allocation, can help you weather the market’s ups and downs and pursue your goals.
Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.
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.
2. Evaluate your investments and take your RMDs. Early 2025 is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.
Again, the fear of a sudden fall in the value of the more volatile asset class immediately after the change in asset allocation may make the investor wish to make the change in a systematic (delayed) fashion even though this actually defeats the purpose of the decision to make the change in asset allocation in the first place.
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