Sentences with phrase «between asset categories»
A diversified portfolio should be diversified at two levels: between asset categories and within asset categories.
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Asset Allocation means how should you divide your money between various asset categories or classes such as equity, bonds, real estate, gold and Asset Allocation means how should you divide your money between various asset categories or classes such as equity, bonds, real estate, gold and asset categories or classes such as equity, bonds, real estate, gold and cash.
Those decisions may be limited to things like choosing a mutual fund or allocating assets between categories.
This pattern repeated between other quintiles though the differentials were smaller, but in all cases, funds with lower expenses within a particular asset category outperformed the funds with higher expenses.
Modern Portfolio Theory postulates that the key to achieving an efficient portfolio is diversification between non-correlated (or negatively - correlated) assets classes — broad categories of investments that share few similarities in their performance.