Asset Allocation: The Basics Part 2
Let’s continue last week’s discussion on Asset Allocation here in Part 2. Slice and Dice Portfolio We left off in Part 1 of Asset Allocation: The Basics with considering asset sub-classes within equities to consider, if you want to slice and dice your portfolio. Apart from the subclasses you can add to the U.S. equities, […]
Asset Allocation: The Basics Part 1
You’re sitting down to write your Investment Policy Statement. You have a couple of hours set aside for it, and your favorite mug is steaming or fizzing full of your favorite beverage. You know your goals- how much you need and when to get there. You know you have to invest. But how, that is […]
My Retirement Asset Allocation
I have written about the basics of asset allocation. Today I would like to lay out what my own retirement asset allocation looks like. Lazy Portfolio I’m a set it and forget it kind of person. So the lazy portfolio works perfectly for me. I have decided on an asset allocation I can live with […]