Sentences with phrase «among different asset categories»
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.
https://www.sec.gov/
Your asset allocation, how you divide your portfolio among different asset categories, will be the biggest determinant of your investment returns.
Although asset allocation among different asset categories generally limits risk and exposure to any one category, the risk remains that management may favor an asset category that performs poorly relative to the other asset categories.
Minimize asset correlations by dividing assets among different asset categories.
Even the SEC gets involved by defining asset allocation as «dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.»
Not exact matches
In its simplest terms, asset allocation is the practice of dividing resources among different categories such as stocks, bonds, mutual funds, investment partnerships, real estate, cash equivalents and private equity.
Many prefer the «set it and forget it» approach of spreading IRA money among a few broad - based investments in different asset categories and then letting it run.