Archive for Asset allocation
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Age-Based Investment Strategy Can Hurt You
You have heard that you should invest more aggressively when you are young, and become gradually more conservative as you age. Fund companies help with the conventional wisdom by creating target retirement date, or “lifecycle” funds. These funds shift the asset allocation from almost all stocks for younger workers to mostly bonds for older employee [...]
Investing Basics: Asset Allocation using 10-5-3 Rule
In the ongoing series on Investing Basics, we look at Asset Allocation. The 10-5-3 investing rule uses the long term estimated returns of various asset classes to help determine one’s asset allocation. We investigate how this strategy works and what are the potential pitfalls of using this strategy.
Investment Strategy for Recession: Capital Preservation with Safe Investments
During this time of recession and investment volatility, many investors are looking for an investment strategy that preserve capital. We discuss some of the safe investments that every investor should consider
