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
Bespoke Investment Group
Crescat Capital
Elm Partners
Empire Valuation Consultants
Frontier Global Partners
Gavekal
Gibson Capital, LLC
HLM Capital Management
Hyperion Wealth Management
Kaplan Financial
Lyn Alden Investment Strategy
Macro Hive
Montag & Caldwell
Morgan Creek Capital Management, LLC
Obermeyer Wood Investment Counsel
Prerequisite Capital Management
ReSolve Asset Management
Research Affiliates, LLC
Ritholtz Wealth Management
SEI
Satovsky Asset Management, LLC
Sitka Pacific Capital Management
The ECU Group Plc
Toroso Asset Management
Variant Perception
Washington Crossing Advisors
Wateroak Advisors
Woodside Holdings Investment Management
Yardeni Research

Industries

Finance, Investments & Asset Management

People

Abraham Cecena
Adam Butler
Adam Grimes
Alan Gula
Alejandro Reyes
Alex Bryan
Alex Shevelev
Amelia Bourdeau
Ami Joseph
Amlan Roy
Andreas Clenow
Andrew Freedman
Andy Clarke
Aniket Shah
Arik Ben Dor
Barbara Friedberg
Barclay Leib
Ben Breitholtz
Benjamin Halliburton
Bill Corbellini
Bill Strazzullo
Blair DuQuesnay
Bob Johnson
Bob Lang
Bret Jensen
Brian Cooke
Brian Portnoy
Brian Strachan
Bruce Phelps
Carley Garner
Cary Carbonaro
Cathie Wood
Chad Morganlander
Charles Brandes
Charles Gave
Chris DeMuth Jr
Chris Knowlton
Chris Pavese
Chris Watling
Chuck Carnevale
Colleen Jaconetti
Constance Hunter
Cyril Castelli
Daniel Ahn
Daniel Want
Daren Riley
Darius Dale
David Brief
David Chang
David Hunter
David Kudla
David Merkel
David Trainer
Ed Yardeni
Eileen Murray
Eric Parnell
Erik Conley
Erin Gibbs
Francis Scotland
Fredrik Nerbrand
Freya Beamish
Galen Burghardt
Gary Antonacci
Gary Shilling
George Goncalves
Gerald Jensen
Gontran de Quillacq
Greg Vaughan
Greg Williamson
Ira Walker
J Mintzmyer
Jack Schwager
Jack Selby
James Clunie
James Turk
Jason Goepfert
Jay Pelosky
Jeff Grinspoon
Jeff Leventhal
Jeff Rose
Jeff Snider
Jeffrey Kleintop
Jeffrey Sherman
Jens Nordvig
Jesse Bromberg
Jim Dunn
Jim O'Shaughnessy
Joe Mezrich
John Bonnanzio
John Butler
John Liew
John Netto
John Reese
Jonathan Cohen
Jonathan DeYoe
Jonathan Satovsky
Jordan Waxman
Josh Crumb
Keith Dicker
Kelley Wright
Kerr Neilson
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
Manny Roman
Marc Chandler
Marc Ostwald
Mark Curtis
Mark Cutis
Mark Newton
Mark Sebastian
Marshall Auerback
Martin Leibowitz
Martin Pring
Marty Fridson
Matt Bohlsen
Matt Rowe
Matt Tucker
Maziar Minovi
Meb Faber
Michael Covel
Michael Gayed
Michael Howell
Michael Kahn
Michael Kantrowitz
Michael Kramer
Michael Valdes
Mike Green
Mike Klein
Mike Philbrick
Mish Schneider
Mish Shedlock
Neal Frankle
Ned Naylor-Leyland
Neil Azous
Patrick Gregory
Patrick Perret-Green
Patrick Watson
Paul Brodsky
Paul Mampilly
Peter Atwater
Peter Brandt
Peter Cecchini
Peter Princi
Philip Fischer
Pippa Malmgren
Raj Bhatia
Ray Uy
Richard Saperstein
Richard Zinman
Rick Pendergraft
Rob Sechan II
Rodrigo Gordillo
Roger Gibson
Roger Montgomery
Roger Wohlner
Ron Basu
Ron Carson
Ron Rowland
Ron Vinder
Ronnie Stoeferle
Russel Kinnel
Samuel Rines
Scott Stackman
Shane Oliver
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 Price
Tobias Carlisle
Todd Harrison
Tom Moran
Toni Turner
Udayan Mitra
Van Tharp
Vikram Mansharamani
Vincent Deluard
Vineer Bhansali
Wally Obermeyer
Warren Pies
Woody Brock
Yannik Zufferey

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 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 Grimes

Alan Gula

Alejandro Reyes

Alex Bryan

Alex Shevelev

Amelia Bourdeau

Ami Joseph

Amlan Roy

Andreas Clenow

Andrew Freedman

Andy Clarke

Aniket Shah

Arik Ben Dor

Barbara Friedberg

Barclay Leib

Ben Breitholtz

Benjamin Halliburton

Bill Corbellini

Bill Strazzullo

Blair DuQuesnay

Bob Johnson

Bob Lang

Bret Jensen

Brian Cooke

Brian Portnoy

Brian Strachan

Bruce Phelps

Carley Garner

Cary Carbonaro

Cathie Wood

Chad Morganlander

Charles Brandes

Charles Gave

Chris DeMuth Jr

Chris Knowlton

Chris Pavese

Chris Watling

Chuck Carnevale

Colleen Jaconetti

Constance Hunter

Cyril Castelli

Daniel Ahn

Daniel Want

Daren Riley

Darius Dale

David Brief

David Chang

David Hunter

David Kudla

David Merkel

David Trainer

Ed Yardeni

Eileen Murray

Eric Parnell

Erik Conley

Erin Gibbs

Francis Scotland

Fredrik Nerbrand

Freya Beamish

Galen Burghardt

Gary Antonacci

Gary Shilling

George Goncalves

Gerald Jensen

Gontran de Quillacq

Greg Vaughan

Greg Williamson

Ira Walker

J Mintzmyer

Jack Schwager

Jack Selby

James Clunie

James Turk

Jason Goepfert

Jay Pelosky

Jeff Grinspoon

Jeff Leventhal

Jeff Rose

Jeff Snider

Jeffrey Kleintop

Jeffrey Sherman

Jens Nordvig

Jesse Bromberg

Jim Dunn

Jim O'Shaughnessy

Joe Mezrich

John Bonnanzio

John Butler

John Liew

John Netto

John Reese

Jonathan Cohen

Jonathan DeYoe

Jonathan Satovsky

Jordan Waxman

Josh Crumb

Keith Dicker

Kelley Wright

Kerr Neilson

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

Manny Roman

Marc Chandler

Marc Ostwald

Mark Curtis

Mark Cutis

Mark Newton

Mark Sebastian

Marshall Auerback

Martin Leibowitz

Martin Pring

Marty Fridson

Matt Bohlsen

Matt Rowe

Matt Tucker

Maziar Minovi

Meb Faber

Michael Covel

Michael Gayed

Michael Howell

Michael Kahn

Michael Kantrowitz

Michael Kramer

Michael Valdes

Mike Green

Mike Klein

Mike Philbrick

Mish Schneider

Mish Shedlock

Neal Frankle

Ned Naylor-Leyland

Neil Azous

Patrick Gregory

Patrick Perret-Green

Patrick Watson

Paul Brodsky

Paul Mampilly

Peter Atwater

Peter Brandt

Peter Cecchini

Peter Princi

Philip Fischer

Pippa Malmgren

Raj Bhatia

Ray Uy

Richard Saperstein

Richard Zinman

Rick Pendergraft

Rob Sechan II

Rodrigo Gordillo

Roger Gibson

Roger Montgomery

Roger Wohlner

Ron Basu

Ron Carson

Ron Rowland

Ron Vinder

Ronnie Stoeferle

Russel Kinnel

Samuel Rines

Scott Stackman

Shane Oliver

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 Price

Tobias Carlisle

Todd Harrison

Tom Moran

Toni Turner

Udayan Mitra

Van Tharp

Vikram Mansharamani

Vincent Deluard

Vineer Bhansali

Wally Obermeyer

Warren Pies

Woody Brock

Yannik Zufferey