Strategies

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

Advisor Perspectives
Altana Wealth
BCA Research
Beacon Pointe
Bespoke Investment Group
BlondeMoney
Cetera Advisor Networks
Collins Investment Group
Crescat Capital
ETM Macro Advisors
Elm Partners
Empire Valuation Consultants
Enodo Economics
Frontier Global Partners
Gavekal
Gibson Capital, LLC
HLM Capital Management
Hyperion Wealth Management
InvesTech Research
Janus Henderson Investors
Kaplan Financial
Lyn Alden Investment Strategy
Macro Hive
Mill Street Research
Montag & Caldwell
Morgan Creek Capital Management, LLC
Newfound Research
Obermeyer Wood Investment Counsel
Odey Asset Management
Paul R. Ried Financial Group
Prerequisite Capital Management
ReSolve Asset Management
Research Affiliates, LLC
Richard Bernstein Advisors
Ritholtz Wealth Management
SALT
SEI
Satovsky Asset Management, LLC
Sitka Pacific Capital Management
Stack Financial Management
TIGER 21
The ECU Group Plc
Toroso Asset Management
Variant Perception
Washington Crossing Advisors
Wateroak Advisors
Woodside Holdings Investment Management
Yardeni Research
myCIO Wealth Partners

Industries

Finance, Investments & Asset Management

People

Abraham Cecena
Adam Butler
Adam Epstein
Adam Grimes
Alan Gula
Alan Zafran
Alejandro Reyes
Alex Bryan
Alex Shevelev
Amanda Agati
Amelia Bourdeau
Ami Joseph
Amlan Roy
Andreas Clenow
Andrew Freedman
Andrew Lapthorne
Andrew Schultz
Andy Clarke
Aniket Shah
Ari Wald
Arik Ben Dor
Ash Chopra
Barbara Friedberg
Barclay Leib
Barry Glassman
Ben Breitholtz
Benjamin Halliburton
Bill Corbellini
Bill Strazzullo
Blair DuQuesnay
Bob Johnson
Bob Lang
Bradley Safalow
Bret Jensen
Brian Cooke
Brian McCarthy
Brian Portnoy
Brian Shannon
Brian Strachan
Brian Werdesheim
Bruce Munster
Bruce Phelps
Buck Wiley III
Carley Garner
Cary Carbonaro
Cathie Wood
Chad Morganlander
Charles Brandes
Charles Gave
Charles Noble III
Chris Aitken
Chris Cook
Chris Cooke
Chris DeMuth Jr
Chris Knowlton
Chris Pavese
Chris Verrone
Chris Watling
Chuck Bean
Chuck Carnevale
Colleen Jaconetti
Constance Hunter
Corey Hoffstein
Craig Johnson
Cyril Castelli
Dan Schwartz
Dana Locniskar
Daniel Ahn
Daniel Want
Daren Riley
Darius Dale
David Brief
David Chang
David Hunter
David Kudla
David Lees
David Merkel
David Trainer
Dean Trindle
Diana Choyleva
Dwight Emanuelson
Ed Yardeni
Eddy Zuaiter
Eileen Murray
Elaine Meyers
Eric Gray
Eric Parnell
Erik Conley
Erik Norland
Erin Gibbs
Erin Scannell
Evan Steinberg
Fotios Piniros
Francis Scotland
Frank Seminara
Frazer Rice
Fredrik Nerbrand
Freya Beamish
Gabriel Grego
Galen Burghardt
Gary Antonacci
Gary Shilling
George Goncalves
Gerald Jensen
Gillian Yu
Glenn Degenaars
Glenn Williams Jr
Gontran de Quillacq
Greg Smith
Greg Vaughan
Greg Williamson
Harold Trischman
Hilary Kramer
Ira Walker
J Mintzmyer
JG Savoldi
Jack Schwager
Jack Selby
Jacqueline Willens
James Clunie
James Stack
James Turk
Jason Dworak
Jason Goepfert
Jay Pelosky
Jeff Colin
Jeff Grinspoon
Jeff Leventhal
Jeff Rose
Jeff Snider
Jeffrey Kleintop
Jeffrey Sherman
Jens Nordvig
Jeremy Grantham
Jesse Bromberg
Jessica Rabe
Jim Dunn
Jim McLaughlin
Jim O'Shaughnessy
Joe Karas
Joe Martina
Joe Mezrich
Joe Perry
John Bonnanzio
John Butler
John Kolovos
John Liew
John Nance
John Netto
John Reese
Jon Najarian
Jonathan Beukelman
Jonathan Cohen
Jonathan DeYoe
Jonathan Satovsky
Jordan Waxman
Josh Crumb
Judith McGee
Keith Dicker
Kelley Wright
Kerr Neilson
Kevin Caron
Kevin Myeroff
Komal Sri-Kumar
Konstantin Boehmer
Kristina Hooper
Lance Gaitan
Lee Freeman-Shor
Lee Hausner
Lee Robertson
Leo Kolivakis
Liz Ann Sonders
Louis Llanes
Louis Navellier
Louise Gunderson
Luis Garcia-Feijoo
Luke Ellis
Lyn Alden
Manmohan Singh
Manny Roman
Marc Chandler
Marc Gerstein
Marc Ostwald
Mark Curtis
Mark Cutis
Mark Newton
Mark Sebastian
Mark Versey
Marshall Auerback
Martin Leibowitz
Martin Pring
Marty Fridson
Mary Deatherage
Matt Bohlsen
Matt Dillig
Matt Kadnar
Matt Rowe
Matt Tucker
Maziar Minovi
Meb Faber
Michael Covel
Michael Gayed
Michael Howell
Michael Kahn
Michael Kantrowitz
Michael Kao
Michael Kramer
Michael Valdes
Mike Abrams
Mike Green
Mike Klein
Mike Philbrick
Mish Schneider
Mish Shedlock
Moss Crosby
Neal Frankle
Ned Naylor-Leyland
Neil Azous
Pamela Rosenau
Patrick Gregory
Patrick Perret-Green
Patrick Watson
Paul Brodsky
Paul Mampilly
Paul Ried
Peter Atwater
Peter Brandt
Peter Cecchini
Peter Churchouse
Peter Princi
Phil Hartl
Philip Fischer
Pippa Malmgren
Raj Bhatia
Randy Carver
Ray Uy
Rich Ross
Richard Saperstein
Richard Bernstein
Richard Zinman
Rick Pendergraft
Rip Hale
Rob Sechan II
Rob Siracusano
Robert Cohen
Rodrigo Gordillo
Roger Gibson
Roger Montgomery
Roger Wohlner
Ron Basu
Ron Carson
Ron Rowland
Ron Vinder
Ronnie Stoeferle
Roy Niederhoffer
Russel Kinnel
Russell Lamberti
Ryan Sprowls
Sam Burns
Samuel Rines
Scott Stackman
Sean Yu
Shane Brisbin
Shane Oliver
Sharon Oberlander
Simon Hamilton
Simon Ree
Sophia Bera
Srinivas Thiruvadanthai
Stanley Kogelman
Steen Jakobsen
Stephen Brown
Steve Braverman
Steve Hefter
Steven Bleiberg
Steven Van Metre
Tammer Kamel
Ted Jenkin
Ted Siedle
Terry Cook
Tim Emanuels
Tim Price
Tobias Carlisle
Todd Battaglia
Todd Harrison
Tom Frame
Tom Moran
Toni Turner
Trevor Neil
Udayan Mitra
Van Tharp
Victor Livingstone
Vikram Mansharamani
Vincent Deluard
Vineer Bhansali
Vitaliy Katsenelson
Wally Obermeyer
Warren Pies
Wes Gray
Woody Brock
Yannik Zufferey
Zach Scheidt

Positions

The Weekly Quill
Abnormal Returns
Active Asset Allocation
Active Equity Portfolio Management
Active versus Passive Management
Adaptive Asset Allocation
Asset Allocation
Bond Portfolio Investing and Risk Management
Encyclopedia of Financial Models
Everything You Need to Know About Asset Allocation
Global Bargain Hunting
Handbook of Inflation Indexed Bonds
Hedge:IQ
Hedgeye Risk Manager
Investing Made Simple
Investing QuickStart Guide
Investing for Beginners: Starter Guide
Investing in the Second Lost Decade
Make Yourself a Millionaire
Market Evolution
Marketimer
Mindful Money
Pension Pulse
Phoenix Portfolio
Portfolio Construction for Today's Markets
Quantitative Equity Investing
Rational Expectations
Retirement Daily
Robust Portfolio Optimization and Management
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 Global Guru
The Intelligent Asset Allocator
The Investor's Guide to Active Asset Allocation
The Ivy Portfolio
The Only Guide You'll Ever Need for the Right Financial Plan
The Only Guide to Alternative Investments You'll Ever Need
The Simple Path to Wealth
The Small Investor
Think, Act, and Invest Like Warren Buffett
Wealth of Experience
Weekly Money Call
Why Smart People Lose A Fortune

Publication Types

Defensive Investing

Strategies

Bullwhip Effect
Rebalancing

Abraham Cecena

Adam Butler

Adam Epstein

Adam Grimes

Alan Gula

Alan Zafran

Alejandro Reyes

Alex Bryan

Alex Shevelev

Amanda Agati

Amelia Bourdeau

Ami Joseph

Amlan Roy

Andreas Clenow

Andrew Freedman

Andrew Lapthorne

Andrew Schultz

Andy Clarke

Aniket Shah

Ari Wald

Arik Ben Dor

Ash Chopra

Barbara Friedberg

Barclay Leib

Barry Glassman

Ben Breitholtz

Benjamin Halliburton

Bill Corbellini

Bill Strazzullo

Blair DuQuesnay

Bob Johnson

Bob Lang

Bradley Safalow

Bret Jensen

Brian Cooke

Brian McCarthy

Brian Portnoy

Brian Shannon

Brian Strachan

Brian Werdesheim

Bruce Munster

Bruce Phelps

Buck Wiley III

Carley Garner

Cary Carbonaro

Cathie Wood

Chad Morganlander

Charles Brandes

Charles Gave

Charles Noble III

Chris Aitken

Chris Cook

Chris Cooke

Chris DeMuth Jr

Chris Knowlton

Chris Pavese

Chris Verrone

Chris Watling

Chuck Bean

Chuck Carnevale

Colleen Jaconetti

Constance Hunter

Corey Hoffstein

Craig Johnson

Cyril Castelli

Dan Schwartz

Dana Locniskar

Daniel Ahn

Daniel Want

Daren Riley

Darius Dale

David Brief

David Chang

David Hunter

David Kudla

David Lees

David Merkel

David Trainer

Dean Trindle

Diana Choyleva

Dwight Emanuelson

Ed Yardeni

Eddy Zuaiter

Eileen Murray

Elaine Meyers

Eric Gray

Eric Parnell

Erik Conley

Erik Norland

Erin Gibbs

Erin Scannell

Evan Steinberg

Fotios Piniros

Francis Scotland

Frank Seminara

Frazer Rice

Fredrik Nerbrand

Freya Beamish

Gabriel Grego

Galen Burghardt

Gary Antonacci

Gary Shilling

George Goncalves

Gerald Jensen

Gillian Yu

Glenn Degenaars

Glenn Williams Jr

Gontran de Quillacq

Greg Smith

Greg Vaughan

Greg Williamson

Harold Trischman

Hilary Kramer

Ira Walker

J Mintzmyer

JG Savoldi

Jack Schwager

Jack Selby

Jacqueline Willens

James Clunie

James Stack

James Turk

Jason Dworak

Jason Goepfert

Jay Pelosky

Jeff Colin

Jeff Grinspoon

Jeff Leventhal

Jeff Rose

Jeff Snider

Jeffrey Kleintop

Jeffrey Sherman

Jens Nordvig

Jeremy Grantham

Jesse Bromberg

Jessica Rabe

Jim Dunn

Jim McLaughlin

Jim O'Shaughnessy

Joe Karas

Joe Martina

Joe Mezrich

Joe Perry

John Bonnanzio

John Butler

John Kolovos

John Liew

John Nance

John Netto

John Reese

Jon Najarian

Jonathan Beukelman

Jonathan Cohen

Jonathan DeYoe

Jonathan Satovsky

Jordan Waxman

Josh Crumb

Judith McGee

Keith Dicker

Kelley Wright

Kerr Neilson

Kevin Caron

Kevin Myeroff

Komal Sri-Kumar

Konstantin Boehmer

Kristina Hooper

Lance Gaitan

Lee Freeman-Shor

Lee Hausner

Lee Robertson

Leo Kolivakis

Liz Ann Sonders

Louis Llanes

Louis Navellier

Louise Gunderson

Luis Garcia-Feijoo

Luke Ellis

Lyn Alden

Manmohan Singh

Manny Roman

Marc Chandler

Marc Gerstein

Marc Ostwald

Mark Curtis

Mark Cutis

Mark Newton

Mark Sebastian

Mark Versey

Marshall Auerback

Martin Leibowitz

Martin Pring

Marty Fridson

Mary Deatherage

Matt Bohlsen

Matt Dillig

Matt Kadnar

Matt Rowe

Matt Tucker

Maziar Minovi

Meb Faber

Michael Covel

Michael Gayed

Michael Howell

Michael Kahn

Michael Kantrowitz

Michael Kao

Michael Kramer

Michael Valdes

Mike Abrams

Mike Green

Mike Klein

Mike Philbrick

Mish Schneider

Mish Shedlock

Moss Crosby

Neal Frankle

Ned Naylor-Leyland

Neil Azous

Pamela Rosenau

Patrick Gregory

Patrick Perret-Green

Patrick Watson

Paul Brodsky

Paul Mampilly

Paul Ried

Peter Atwater

Peter Brandt

Peter Cecchini

Peter Churchouse

Peter Princi

Phil Hartl

Philip Fischer

Pippa Malmgren

Raj Bhatia

Randy Carver

Ray Uy

Rich Ross

Richard Saperstein

Richard Bernstein

Richard Zinman

Rick Pendergraft

Rip Hale

Rob Sechan II

Rob Siracusano

Robert Cohen

Rodrigo Gordillo

Roger Gibson

Roger Montgomery

Roger Wohlner

Ron Basu

Ron Carson

Ron Rowland

Ron Vinder

Ronnie Stoeferle

Roy Niederhoffer

Russel Kinnel

Russell Lamberti

Ryan Sprowls

Sam Burns

Samuel Rines

Scott Stackman

Sean Yu

Shane Brisbin

Shane Oliver

Sharon Oberlander

Simon Hamilton

Simon Ree

Sophia Bera

Srinivas Thiruvadanthai

Stanley Kogelman

Steen Jakobsen

Stephen Brown

Steve Braverman

Steve Hefter

Steven Bleiberg

Steven Van Metre

Tammer Kamel

Ted Jenkin

Ted Siedle

Terry Cook

Tim Emanuels

Tim Price

Tobias Carlisle

Todd Battaglia

Todd Harrison

Tom Frame

Tom Moran

Toni Turner

Trevor Neil

Udayan Mitra

Van Tharp

Victor Livingstone

Vikram Mansharamani

Vincent Deluard

Vineer Bhansali

Vitaliy Katsenelson

Wally Obermeyer

Warren Pies

Wes Gray

Woody Brock

Yannik Zufferey

Zach Scheidt