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Showing posts with label asset allocation formula. Show all posts
Showing posts with label asset allocation formula. Show all posts
Wednesday, 19 November 2025

Return/Risk ratios of various Asset Allocations.

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Section 9: Return/Risk ratios of various Asset Allocations . Elaboration of Section 9 This section provides a powerful, data-driven visualiz...
Tuesday, 28 April 2020

Buy and Hold? Really? Depends on your AGE and NEEDS

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How should you choose between stocks and bonds? Financial advisors are risk averse.  Their risk aversion may have less to do with your fi...
Monday, 24 February 2014

A Guide to Investing by Age

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Sunday, 28 August 2011

Portfolio of Bonds and Stocks

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Risk/return trade-off between bonds and stocks1980-2004  http://actuary-info.blogspot.com/2008/12/price-of-greed-and-fear_25.html...
Thursday, 1 July 2010

Asset Allocation and Rebalancing

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Asset allocation and re-balancing is the second most important thing determining your portfolio returns after asset selection. http://ww...
Friday, 26 June 2009

Asset Allocation is not the same as Diversification

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Asset allocation is not the same as diversification. Rather, it refers to the strategy of allocating your investment funds among different ...
Thursday, 25 June 2009

A Simple Approach to Asset Allocation

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Serious investors spend a lot of time deciding which stocks or mutual funds to buy. This is appropriate. If you are going to invest your mo...

Forget about Everything Else and Buy Only Stocks

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Believe it or not, there are some investors who are convinced that common stocks - and common stocks alone - are the royal road to riches. ...

Some asset allocation options to consider

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For the ultraconservative investor, a suggestion is for you to invest only 55% of your portfolio in common stocks. To be sure, when the st...

How Much Should You Invest in Stocks?

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When it comes to deciding on the percentage you should devote to common stocks, there are several alternatives that should be considered. Al...

A favourite Formula for Asset Allocation

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Age is the key to asset allocation. The older you are, the less you should have in common stocks. If you are age 65, you should have 65% in...