文档介绍：Spine: ”
Business/Personal Finance/Investing
™
Use allocation strategies Making Everything Easier!
of the pros and protect
Asset Allocation
your financial future Open the book and find:
You don’t have to be an investment expert to allocate your • The top asset allocation mistakes
assets essfully. This plain-English guide demystifies • How to match the right Asset
the process, giving you timely advice on diversifying your investments with the right
investment portfolio to help insulate it against volatility. accounts
You’ll see how to develop your personal investment • Ways to essfully manage risk
strategy, avoid costly mistakes, and rebalance to generate
extra return. • Best practices for portfolio
rebalancing Allocation
• The ABCs of asset allocation — discover how it works, why to do
•“What if?” investment scenarios
it, and the level of risk you’fortable with
• Historical rates of return on ten
• Explore the different asset categories — from cash and bonds to
asset classes and subclasses
stocks, mutual funds, exchange-traded funds, and more
• Plan your investment strategy — set your portfolio constraints, • How to project your financial
outline your financial goals, and select your asset classes future
• Choose securities and accounts — select the best ones, • Guidance for fine-tuning your
understand fees and expenses, and take advantage of tax breaks long-term allocation plan
• Maintain your portfolio — keep tabs on your investments,
know when to rebalance, and measure your results against
appropriate market benchmarks
• Go beyond the basics — consider alternative investments (such Learn to:
as real estate modities), maximize after-tax results, and ® • Use allocation strategies that best serve
work with the pros when you need help Go to
for more! your goals
• Balance and rebalance your portfolio
• Maximize returns and minimize risk
$ US / $29. / £ UK Jerry A. olis,
Jerry