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  2. Fidelity Target Allocation Index-Focused Models - AOL

    www.aol.com/news/fidelity-target-allocation...

    Kristina Stookey, a portfolio manager at Strategic Advisers, the Registered Investment Advisor arm of Fidelity Investments, leads the management team that oversees this series. Stookey receives ...

  3. 70/30 vs. 80/20 Asset Allocation: Which Is Better? - AOL

    www.aol.com/finance/70-30-vs-80-20-183231693.html

    The 70/30 portfolio is sometimes seen as a replacement for the 60/40 asset allocation model. With a 60/40 portfolio, 60% of assets are allocated to stocks while 40% are allocated to bonds. A 70/30 ...

  4. Model Portfolios Gain Popularity: Advisors, Take Note

    www.aol.com/model-portfolios-gain-popularity...

    Through the first quarter of 2022, more than 50 models have debuted. Asset-allocation models continue to dominate the market. But equity and fixed-income offerings are gaining popularity. Those ...

  5. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/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]

  6. Index fund - Wikipedia

    en.wikipedia.org/wiki/Index_fund

    Asset allocation is the process of determining the mix of stocks, bonds and other classes of investable assets to match the investor's risk capacity, which includes attitude towards risk, net income, net worth, knowledge about investing concepts, and time horizon. Index funds capture asset classes in a low-cost and tax-efficient manner and are ...

  7. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice.An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility.

  8. How to Achieve Optimal Asset Allocation: A Guide to Building ...

    www.aol.com/finance/achieve-optimal-asset...

    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.

  9. Understanding Stock Allocation Rules - AOL

    www.aol.com/understanding-stock-allocation-rules...

    The “100 minus your age” rule worked for many years, but it’s not as viable as before. Some investors now favor asset allocation models by age that are more aggressive, using “110 minus ...