Home » Business & Work » Business » Finance

Investments - Asset Allocation Profiles and Models

1 Comment
- POLL: What We Are Ma…
- Share Your Thoughts

2 Like

Like 2

Pin It

Ranked #14,036 in Business & Work, #307,523 overall

From Investor Profile to Asset Allocation Model

Who are you as an investor will determine where are you when it comes to asset allocation models. In order to maximize the return on your portfolio and minimize the risk you should use asset allocation to protect your financial position especially when things are not perfect, as will happen from time to time, in one asset category, sector or a region.

Well structured and diversified portfolio among three broad asset categories, stocks, bonds and cash, is based on your income and growth needs and your risk tolerance. It means not having all your eggs in one basket and not loosing your sleep, nor hair, over your money while earning better returns.

The following are basic investor profiles and corresponding asset allocation models which are usually determined, before you start investing, with your investment advisor/broker while going through one of many available asset allocation questionnaires.

Featured Lenses
Asset Alocation Profiles - Very Conservative
Asset Alocation Models - Very Conservative
Asset Alocation Profiles - Conservative
Asset Alocation Models - Conservative
More Reading on Investment Strategies and Models
Asset Alocation Profiles - Moderate
Asset Alocation Models - Moderate
Further Reading on Asset Allocation
Asset Alocation Profiles - Aggressive
Asset Alocation Models - Aggressive
Asset Alocation Profiles - Very Aggressive
Asset Alocation Models - Very Aggressive
POLL: What We Are Made of as Investors?
More on Investments
Share Your Thoughts

Featured Lenses

Asset Alocation Profiles - Very Conservative

This portfolio provides price stability and capital preservation, current income and very little growth potential. The volatility and growth potential of this portfolio is very low while the income potential is very high.

Asset Alocation Models - Very Conservative

Asset Alocation Profiles - Conservative

This portfolio provides steady income with some growth potential and limited price fluctuations. The volatility and growth potential of this portfolio is low while the income potential is moderate.

Asset Alocation Models - Conservative

Asset Alocation Profiles - Moderate

This portfolio provides a balance of income and growth potential. There are some price fluctuations, a little more risk along with a slightly better return potential. The volatility, growth and income potential of this portfolio is moderate.

Asset Alocation Models - Moderate

Asset Alocation Profiles - Aggressive

This portfolio provides long-term growth potential. There are more price fluctuations along with a higher return potential. The volatility and growth potential are high while the income potential is low.

Asset Alocation Models - Aggressive

Asset Alocation Profiles - Very Aggressive

This portfolio provides maximum long-term growth for investors who can accept regular price fluctuations for maximum return potential. The volatility and growth potential are very high while the income potential is very low.