That's because if you need to make your money last longer, you'll need the extra growth that stocks can provide. To find the right asset allocation for you, go to our asset allocation calculator.
Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.
Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.
then your overall asset allocation has probably gotten lopsided, to paraphrase her. Building on that, I dove into the mutual fund data to see how much asset allocations have shifted over the past ...
Managers must calculate how much they can afford to ... and your brokerage account probably shouldn’t have the same asset allocation. Like risk capacity, this is just a math problem.