By comparison, a portfolio that was 20% stocks and 80% bonds was down in only 14 of those years. An asset allocation strategy serves to reduce volatility in returns and mitigate some of the ...

Transamerica Asset Allocation ... be seen in its five-year alpha calculated relative to the category average, which suggests that the managers have shown skill in their allocation of risk.

Value Line Asset Allocation ... in the fund's five-year alpha calculated relative to the category index, which suggests that the managers have shown skill in their allocation of risk.

they’re subject to -30% years and +30% years. Historically speaking, his asset class is up. With a fixed income or bond allocation there’s a lower risk because you’re owning a public company ...

someone who plans to spend $50,000 per year would need a portfolio of at least $1.4 million ($50,000 times 28.6, which is the inverse of 3.5%). Next, it’s time to think about asset allocation ...

Money needed 10-plus years out will be invested more aggressively. For this reason, your Roth IRA and your brokerage account probably shouldn’t have the same asset allocation. Like risk capacity ...