These matrices generate ~ 500
different asset allocation mixes - more than any other asset allocating program.
Not exact matches
Asset allocation funds invest in
different mixes of securities, which vary depending on the fund's goal.
To get started, first focus on your
asset allocation, and how
different mixes of stocks and bonds influence future potential returns and current income, said Fran Kinniry, an investment strategist for the Vanguard Group.
Asset allocation tools are useful to see how mixing different asset classes boosts returns or lowers risk but they should be used with cau
Asset allocation tools are useful to see how
mixing different asset classes boosts returns or lowers risk but they should be used with cau
asset classes boosts returns or lowers risk but they should be used with caution.
Keep in mind that while rebalancing is a good way to restore your portfolio to its original
asset mix, you may want to move toward a
different allocation, most likely a more conservative one, as you near and enter retirement.
If your target is to buy 10
different stocks, I don't call buying this package a good
asset allocation mix.
Changing the set
mix of
asset allocation, intentional or not, would cause the portfolio to perform under a
different level of risk incompatible with an investor's stated investment goals and could hinder his or her wealth growth.
A
mix of 60 % stocks and 40 % bonds is common in a balanced Couch Potato portfolio, but your
asset allocation may be
different.