Asset Allocation

Portfolio & Strategy

The process of dividing an investment portfolio among different asset classes (e.g., stocks, bonds, commodities, cash) to balance risk and return. Asset allocation decisions have the largest impact on long-term portfolio performance and risk. For example, a 60/40 portfolio allocates 60% to equities and 40% to fixed income. Asset allocation should reflect an investor's time horizon, risk tolerance, and financial goals.

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