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Mutual Fund Report for CAIBX. For premium support please call: 800-290-4726 more ways to reach us
Mutual Fund Report for CAIBX
The investments in a portfolio will perform according to the market. As time goes on, a portfolio's current asset allocation will drift away from an investor's original target asset allocation (i.e., their preferred level of risk exposure). If left unadjusted, the portfolio will either become too risky, or too conservative.
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]
Dynamic asset allocation is a strategy used by investment products such as hedge funds, mutual funds, credit derivatives, index funds, principal protected notes (also known as guaranteed linked notes) and other structured investment products to achieve exposure to various investment opportunities and provide 100% principal protection.
Goals-Based Investing or Goal-Driven Investing (sometimes abbreviated GBI) is the use of financial markets to fund goals within a specified period of time.Traditional portfolio construction balances expected portfolio variance with return and uses a risk aversion metric to select the optimal mix of investments.
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