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Understanding Asset Allocation
Build and manage a winning portfolio in bull and bear markets
Understanding Asset Allocation logically explains exactly what you need to know about how to allocate your assets. This comprehensive, highly accessible guide clearly explains the key principles of asset allocation, from selection to rebalancing to risk vs. return. You'll discover how the different asset classes behave, the leading misconceptions about allocation, and how risk profile, time horizon, and needs can impact your investments. No matter your type of portfolio or your level of experience, this easy-to-follow, non-technical rulebook shows you how
Apply allocation with separate asset classes or through mutual fundsProtect your investments from large swings in market valueAchieve both your pre-retirement and retirement financial goalsAvoid common allocation mistakes and behavioral blundersComplete with instructive, hands-on examples of real-world portfolios that have exhibited a high level of return, Understanding Asset Allocation arms you with all the tools you need to build and manage a portfolio that experiences higher investment performance and less risk over time.
Understanding Asset Allocation logically explains exactly what you need to know about how to allocate your assets. This comprehensive, highly accessible guide clearly explains the key principles of asset allocation, from selection to rebalancing to risk vs. return. You'll discover how the different asset classes behave, the leading misconceptions about allocation, and how risk profile, time horizon, and needs can impact your investments. No matter your type of portfolio or your level of experience, this easy-to-follow, non-technical rulebook shows you how
Apply allocation with separate asset classes or through mutual fundsProtect your investments from large swings in market valueAchieve both your pre-retirement and retirement financial goalsAvoid common allocation mistakes and behavioral blundersComplete with instructive, hands-on examples of real-world portfolios that have exhibited a high level of return, Understanding Asset Allocation arms you with all the tools you need to build and manage a portfolio that experiences higher investment performance and less risk over time.
208 pages, Kindle Edition
First published September 25, 2006
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April 6, 2021
It's a very good book. All topics are clearly laid out. Chapters are organised in topics and each aspect is discussed separately. It is a very good book for anyone starting with Asset Allocation or anyone who wants to organise their knowledge. The book stood the test of time and did not focus on Mutual Funds like many books of the era but ventured into ETF's which have proven to be the future.
The book got 4 stars only because it is already 15 years old and some topics are a bit outdated. Also, it lacks the discussion on fundaments of Asset Allocation; explanation of the research proving why +80% of portfolio performance is attributed to Asset Allocation.
The book got 4 stars only because it is already 15 years old and some topics are a bit outdated. Also, it lacks the discussion on fundaments of Asset Allocation; explanation of the research proving why +80% of portfolio performance is attributed to Asset Allocation.
Displaying 1 of 1 review