Portfolio_Allocation_Guide_fundsincluded.ashx

Portfolio_Allocation_Guide_fundsincluded.ashx - portfolio...

Info iconThis preview shows pages 1–2. Sign up to view the full content.

View Full Document Right Arrow Icon

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full DocumentRight Arrow Icon
This is the end of the preview. Sign up to access the rest of the document.

Unformatted text preview: portfolio allocation Stocks? Bonds? Money Markets? A combina- tion? What is an Asset Allocation? Asset Allocation is a way to diversify your investment holdings in order to reduce potential risk in your portfolio. The clich dont put all of your eggs in one basket is exactly what an Asset Allocation Strategy attempts to solve and can be a useful tool to guide your investments. Diversifying your portfolio across Domestic and Foreign Stocks, Bonds and Cash Equivalents can help reduce your overall portfolio volatility. Investors should build their own portfolio Asset Allocations according to their specific financial needs. Below are a few examples to help illustrate what an aggressive, growth, moder- ate or conservative portfolio might look like. .............. ................................................. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Portfolio 5% 5% Aggressive Domestic Stock Foreign Stock Bond Investments Short-Term/Cash Equivalent Domestic Stock Foreign Stock Bond Investments Short-Term/Cash Equivalent Aggressive Growth Moderate Conservative 65% 55% 45% 20% 15% 10% 5% 0% 15% 25% 35% 50%...
View Full Document

Page1 / 2

Portfolio_Allocation_Guide_fundsincluded.ashx - portfolio...

This preview shows document pages 1 - 2. Sign up to view the full document.

View Full Document Right Arrow Icon
Ask a homework question - tutors are online