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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]
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.
The attribution analysis dissects the value added into three components: 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%.
Modern portfolio theory (MPT), or mean-variance analysis, ... Risk-free asset and the capital allocation line. The risk-free asset is the ...
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 ...
Discover optimal asset allocation strategies at any age to balance growth and risk. Ask questions to work toward retirement asset allocation at any stage.
Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.
Basic asset allocation strategies tend to follow a few simple concepts: When you're young, it makes sense to take an aggressive approach, because you have a long time horizon and therefore can ...
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