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Asset Allocation
The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the "View Report" button for a detailed look at your results.
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How do you make personal investment?
First, consider your risk tolerance, time period nad expected return; Second, do your asset allocation with a sufficient diversification; Third, manage your portfolio and rebalance the asset allocation.
What is meant by the term asset allocation mutual funds?
Asset allocation mutual funds are funds in which a portion of the funds are dedicated to specific stocks or bonds. With that in mind, the controller of the mutual fund ensures that funds are proportioned correctly.
What is the Asset Allocation percentages of HDFC Prudence Fund?
HDFC Prudence Fund is a Balanced Fund that invests a healthy portion of its assets in Debt and other Fixed Income Instruments. The Asset Allocation % on the various asset categories for this fund is as follows: Equity - 61.36% Debt - 20.85% Others - 14.13% (This includes Equity related products like Derivatives & other Instruments) Money Market - 2.3% Cash - 1.35%
Asset Allocation or Making a Pie Out of Money?
When you sit down with a financial professional to talk about investments, one of the first terms you may hear when discussing your portfolio is 'asset allocation'. To take some of the mystical feel away from the term, let's define it in plain words. All asset allocation really means is the breakdown of how much of your total investment portfolio is placed in certain individual asset classes or types of investments. The conversation is sure to be accompanied by visual aids. The most common graphical representation of asset allocation models is the pie chart. It shows how much of your investment pie is made up of each particular asset class, usually showing a percentage number for each slice of pie. Watch for it and you'll see it. When you start making decisions about portfolio construction, the first fork in the road usually is how much will you allocate to equity investments versus fixed-income investments. If that sounds Greek to you, relax; it's finance-speak for stocks vs. bonds. (Or it used to be that simple. Truth is, today the investment world is filled with unique assets, all different in the way they're constructed and the way they behave. The basic distinction is still there, however.) Equity investments are those that represent an ownership interest in some underlying thing of value, usually shares of a publicly traded corporation, or a mutual fund that invests in such. Fixed-income assets in turn do not represent an interest in any underlying asset. Instead, when you buy a fixed-income asset, such as a corporate bond you're essentially lending your money to the issuer. In exchange the issuer pays you interest over the life of the bond and you get your principal back at the end of the term. So here's where the pie charts come out and you'll hear professionals talking about '80-20' or '70-30' allocations. Generally that means you've got, or they are recommending, 80% or 70% go to equity investments and 20% or 30% to fixed-income assets, respectively. Many different factors go into the asset allocation decision such as your age, what the intended purposes of the investments are, risk tolerance, and your overall tax situation. Don't take this discussion lightly. Investment research has shown that asset allocation is one of the biggest drivers of investment returns.
What is difference between CFA and CIMA?
CFA: Accounting, ethical and professional standards, economics, portfolio management and security analysis. CIMA: Asset allocation, ethics, due diligence, risk measurement, investment management and performance measurement.
What is the difference between asset management and strategic asset management?
"Strategic asset management" could refer to "strategic asset allocation", i.e. long-term asset allocation - whereas "tactical asset allocation" refers to short-term investments.
Do asset allocation funds affect my retirement plans?
Asset allocation funds should be available to everyone.Most brokers have this program. Asset allocation funds will not only minimize the risk but also optimize your return.
Where can I learn about Asset Allocation, in Gainesville, FL?
There are many investors that can help you with Asset Allocation information. Looking online is also a good way to find some good information.
What has the author Ken Nyholm written?
Ken Nyholm has written: 'Strategic asset allocation in fixed-income markets' -- subject(s): Mathematical models, Asset allocation, Asset-liability management, OverDrive, Business, Finance, Nonfiction
Where do I find a beginners guide to Asset Allocation Models?
An overview of Asset Allocation models can be found on the SEC Gov or Money By The Book websites. It is also discussed on the Beginners Invest site as well as other websites that deal with asset financing.
How do you make personal investment?
First, consider your risk tolerance, time period nad expected return; Second, do your asset allocation with a sufficient diversification; Third, manage your portfolio and rebalance the asset allocation.
How do you deal with asset allocation by age?
If a person getting an asset allocation by age inheritance is looking at what to do with it, the most obvious thing would be to put in in the bank and let it roll over until the person is ready to retire.
What is meant by the term asset allocation mutual funds?
Asset allocation mutual funds are funds in which a portion of the funds are dedicated to specific stocks or bonds. With that in mind, the controller of the mutual fund ensures that funds are proportioned correctly.
What is depreciation and why is it included in the balance sheet?
Depreciation is allocation of fixed asset cost to income statement of useful life of asset that's why shown as reduction in fixed asset value.
Is depriciation a fixed cost?
Yes depreciation is a fixed cost of business which is an allocation of fixed asset cost over period of asset life.
What is a proactive strategy designed to direct resources to known crime areas?
Asset Allocation.
What is it when someone invests in a variety of places to reduce the overall risk?
It is called asset allocation.
