Asset Allocation Resources

Asset allocation is the practice of diversifying assets between different asset classes. This article explains the theory behind asset allocation and provides sample allocation models for various life stages including early career and retirement.

Diversification, although beneficial, can be carried too far. Excessive diversification can result in lower wealth building and portfolio growth. Discover how to build a reasonably diversified portfolio in this article.

An online worksheet planner that provides allocation models based on your savings goals and time frame.

This site features allocation models, planners, risk profile worksheets and more.

An interactive portfolio planner that uses the sharpe ratio to develop an individualized asset allocation moidel for you based upon your risk tolerance. Not user-friendly, but definitely useful.

An article explaining the basics of strategic allocation planners and models.

This short article from Yahoo Finance explains the different types of asset classes to choose from when modeling your portfolio.

Investing is really simple, especially if you focus on buying a collection of low-cost index funds or mutual funds from a company such as Vanguard, which operates in a mutual fashion so that the economies of scales flow through in savings to clients, rather than to stockholders of the money management firm. Here are my thoughts on asset...

When it comes to picking an asset allocation for your investment portfolio, stocks are normally on the top of everyone's list. What do you do if you are fundamentally emotionally incapable of investing in stocks? This poses an interesting challenge for a lot of new investors who don't have what it takes to find value in the market and wait out...