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Asset Allocation

Asset Allocation

Asset allocation seeks to balance an investment’s risk and reward by assigning its assets in accordance to an individual's goals, investment horizon, and risk tolerance. The three main asset classes — cash and cash equivalents, equities, and fixed-income — have their own distinct behavior over time given that they have different levels of risk and return.

Asset Classes

Cash
Fixed Income

Terms

Investment Risk
Risk Tolerance

Mentioned by the Following

Entities

Empire Valuation Consultants
Gavekal
Gibson Capital, LLC
HLM Capital Management
Lyn Alden Investment Strategy
Montag & Caldwell
Morgan Creek Capital Management, LLC
Research Affiliates, LLC
Ritholtz Wealth Management
SEI
Satovsky Asset Management, LLC
Sitka Pacific Capital Management
Toroso Asset Management
Variant Perception
Yardeni Research

Industries

Finance, Investments & Asset Management

People

Alan Gula
Alex Bryan
Ami Joseph
Andreas Clenow
Andrew Freedman
Andy Clarke
Arik Ben Dor
Barbara Friedberg
Barclay Leib
Ben Breitholtz
Benjamin Halliburton
Blair DuQuesnay
Bob Johnson
Bob Lang
Brian Portnoy
Bruce Phelps
Carley Garner
Cathie Wood
Charles Gave
Chris Knowlton
Chris Pavese
Chuck Carnevale
Colleen Jaconetti
Daniel Ahn
Darius Dale
David Chang
David Merkel
Ed Yardeni
Galen Burghardt
Gary Antonacci
Gary Shilling
George Goncalves
Gerald Jensen
Gontran de Quillacq
Greg Vaughan
Ira Walker
Jason Goepfert
Jay Pelosky
Jeff Rose
Jeff Snider
Jeffrey Kleintop
John Bonnanzio
John Reese
Jonathan DeYoe
Jonathan Satovsky
Josh Crumb
Kelley Wright
Kristina Hooper
Lance Gaitan
Lee Hausner
Leo Kolivakis
Liz Ann Sonders
Louis Llanes
Louis Navellier
Louise Gunderson
Luis Garcia-Feijoo
Luke Ellis
Lyn Alden
Manny Roman
Marc Chandler
Mark Curtis
Mark Cutis
Mark Sebastian
Martin Pring
Marty Fridson
Matt Rowe
Matt Tucker
Meb Faber
Michael Covel
Michael Gayed
Michael Kahn
Michael Valdes
Mike Green
Mish Schneider
Mish Shedlock
Neal Frankle
Patrick Gregory
Patrick Watson
Peter Brandt
Peter Princi
Philip Fischer
Pippa Malmgren
Ray Uy
Roger Gibson
Roger Wohlner
Ron Rowland
Ronnie Stoeferle
Russel Kinnel
Samuel Rines
Simon Ree
Sophia Bera
Srinivas Thiruvadanthai
Steen Jakobsen
Stephen Brown
Steve Hefter
Steven Bleiberg
Ted Jenkin
Toni Turner
Vincent Deluard
Vineer Bhansali
Warren Pies
Woody Brock
Yannik Zufferey

Publications

The Weekly Quill
Abnormal Returns
Asset Allocation
Bond Portfolio Investing and Risk Management
Everything You Need to Know About Asset Allocation
Global Bargain Hunting
Hedge:IQ
Hedgeye Risk Manager
Investing Made Simple
Investing QuickStart Guide
Investing for Beginners: Starter Guide
Investing in the Second Lost Decade
Market Evolution
Marketimer
Mindful Money
Pension Pulse
Phoenix Portfolio
Portfolio Construction for Today's Markets
Rational Expectations
Retirement Daily
Strategic Investment Newsletter
The Aleph Blog
The All-Season Investor
The Allegory of the Hawk and Serpent
The Bogleheads' Guide to the Three-Fund Portfolio
The ETF Strategist
The Intelligent Asset Allocator
The Investor's Guide to Active Asset Allocation
The Ivy Portfolio
The Simple Path to Wealth
The Small Investor
Wealth of Experience
Weekly Money Call
Why Smart People Lose A Fortune

Strategies

Defensive Investing

Terms

Bullwhip Effect
Rebalancing

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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