What is Asset Allocation and How Does It Impact Your Investments

Paul FennerPortfolio Management

Asset allocation 2 - money spending - How to Develop Your Own Personal Financial Statement | TAMMA Capital

One of the key drivers of investment performance is asset allocation.  Extensive research by Vanguard has shown that 88% of your investment returns can be traced back to your asset allocation.  Asset allocation is the balance between three main asset classes, equities (stocks), fixed-income (bonds), and cash and equivalents. As I laid out in the piece, Risk Perception vs. Your … Read More