Search results
Results from the WOW.Com Content Network
The "traditional" asset classes are stocks, bonds, and cash: . Stocks: value, dividend, growth, or sector-specific (or a "blend" of any two or more of the preceding); large-cap versus mid-cap, small-cap or micro-cap; domestic, foreign (developed), emerging or frontier markets
Choose the Right Mix of Asset Classes. Ultimately, an asset allocation is simply a balance of different types of investments. But the right mix for you will depend on all of the above factors ...
The goal of asset allocation is to create a balanced mix of assets that have the potential to improve returns, while meeting your: Tolerance for risk (market volatility) Goals and investment objectives; Preferences for certain types of investments within asset classes; Being diversified across asset classes may help reduce volatility.
Asset classes exhibit different market dynamics, and different interaction effects; thus, the allocation of money among asset classes will have a significant effect on the performance of the fund. Some research suggests that allocation among asset classes has more predictive power than the choice of individual holdings in determining portfolio ...
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 decision faced by an investor who must choose how to allocate their portfolio across a number of asset classes. For example, a globally invested pension fund must choose how much to allocate to each major country or region.
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.