An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn about types, examples, and how they fit your strategy.
Track the latest asset allocation shift: stocks down to 70.2%, bonds up to 15.4%, cash at 14.4%. Click here to read all about the most recent results.
Investing success depends far more on how money is allocated than on picking the “right” stocks, said First Global founder Devina Mehra, warning investors against risky extremes and ...
Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...
Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...
Investing in stocks is one of the greatest ways to build long-term wealth available to ordinary Americans. Despite the long-term benefits, stock investing carries several risks that make it a bad idea ...
The AAC continues to see opportunities in growth and risk assets over the medium term, even as elevated risk and increasingly divergent monetary, fiscal and industrial policy paths make the investment ...
Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...
The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...
The Associated Press on MSN

Asset allocation when you have enough

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?
Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio construction, risk assessment, and scenario analysis to build more resilient ...
Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.