asset allocation
Investment mix strategy
Asset allocation is the distribution of investments across different categories—stocks, bonds, real estate, cash—to balance risk and reward according to an investor's goals and timeline.
A young investor might favor aggressive allocation weighted toward stocks; someone near retirement typically shifts toward bonds.
My financial advisor recommended adjusting my asset allocation.
- mutual fundsCollectively managed securities portfolios
- rebalancingRestoring proper proportions
- diversificationExpanding into varied areas
- bondsTies that unite
- stocksOwnership stakes or inventory
risk tolerance · equities · retirement planning · hedging · strategic · tactical · portfolio management · commodities · fixed income · volatility · portfolio · glide path · tax optimization · dollar-cost averaging · investment · risk management · risk assessment · pension
- business termsfranchising, revenue stream, board meeting, gross margin, markdown
- financebank, CFO, banks, controller, finance
- financial planningfinancial planning, budget, financial plan, retirement plan, financial goals
- investingstocks, stock, bonds, investing, investor
- investing termsstocks, bonds, ETFs, gold, commodities
- investing topicsstock tips, mutual funds, index funds, value investing, growth investing
asset allocationdivestment
Disposal of assets
decumulation · financial neglect · cash hoarding · mattress money