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Synonyms for «asset mix»

Asset mix refers to the combination or balance of different types of assets, like stocks, bonds, real estate, or cash, that make up an investment portfolio. It determines how an individual or a company has diversified their investments to achieve their financial goals. Full definition
Similar and related words and phrases are presented below.

«asset»

investment resource stock account equity financial risk income management market capital material balance property target bond estate alternative credit factor investor mutual finance diversified active overall solid appropriate different wealth complex currency strong combined energy remaining right large various sale traditional sound total wide style money good specific hedge

«mix»

blend mixture portfolio portion strategy classes variety part allocation percentage options products quality composition ratio company group amount choices range model funds plan services base types performance team index platform firm ingredients diversification value prices pool division sheet trading volatility exposure basket play selection managers process approach side moves

Related phrases

Phrases with «asset mix»

Sentences with «asset mix»

  • Suppose you have a $ 100,000 portfolio, with a target asset mix of 60 % equities and 40 % fixed income. (pwlcapital.com)
  • A better approach is to set a long - term target asset mix: a balanced portfolio might include equal amounts of bonds, Canadian stocks and foreign stocks. (moneysense.ca)
  • If you're in that camp, you may be better off in investments that maintain an appropriate asset mix for you, such as a target - date fund or managed account. (realdealretirement.com)
  • (see all sentences)

See also

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