Investing: Asset Allocation System

Topics:
Investment Strategy,
Quantitative Analysis,
Tools and Templates
Tags:
Asset,
Asset Allocation,
Asset Management,
Business Operations,
FOX News Network,
Operational Planning
Source:
FOX News Network

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Overview: This asset allocation system is designed to help you see how different asset mixes may be appropriate for investors in different circumstances. Use the sliders to enter the required information, and the One Asset Allocation system will provide a target allocation. As an investor approaches retirement or becomes more bearish about the stock market, for example, the system will add bonds and cash to the asset mix. If you use this worksheet to allocate only your retirement accounts, and you have more than 10 years to retirement, remember to set both spending scales to zero.

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Format: HTML | Date: Jan 2008


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