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2. Brandometry Debuts Its Annual Quilt Chart - AOL

   www.aol.com/news/brandometry-debuts-annual-quilt...

   Similar to the famous quilt chart demonstrating the changing of the guards among asset classes each year, Brandometry’s chart depicts a similar rotation among undervalued strong brands tracked ...

3. Retiree Portfolio Makeover: Expert Advice on Adjusting Asset ...

   www.aol.com/retiree-portfolio-makeover-expert...

   Once in retirement, retirees may want to consider adjusting their asset allocation more toward bonds. With enough bonds to live on for years, retirees can avoid having to sell off any stocks if ...

4. Asset Allocation by Age: How Does It Affect Retirement? - AOL

   www.aol.com/asset-allocation-age-does-affect...

   Asset allocation is an investment strategy that divides your investment portfolio by asset types. Categories of assets include the following: Categories of assets include the following: Bonds

5. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   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]

6. Rebalancing investments - Wikipedia

   en.wikipedia.org/wiki/Rebalancing_investments

   (Note: sale of an asset is qualified for "long-term" capital gain or loss, if the asset has been held for 12 months or longer in the United States. Special tax treatments come with the long-term gain or loss. [5]) Rebalancing when current allocation is 5% off from target asset allocation: Touch nothing except when allocation is off noticeably.

7. Capital allocation line - Wikipedia

   en.wikipedia.org/wiki/Capital_allocation_line

   An example capital allocation line. As illustrated by the article, the slope dictates the amount of return that comes with a certain level of risk. Capital allocation line (CAL) is a graph created by investors to measure the risk of risky and risk-free assets. The graph displays the return to be made by taking on a certain level of risk.