Basics of Asset Allocation
Dearborn Financial Publishing
Dearborn, 2000 - Business & Economics - 62 pages
Provides an introduction to the principles and goals of asset allocation as well as an orientation to some of the fundamentals of investing.
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actual return affect arithmetic mean asset allocation strategy asset classes asset correlation asset mixes average return beta bond prices bonds pay bull market business risk Cash equivalent investments certificates of deposit common stock company's corporate bonds diversification dividends efficient frontier equities Example expected return fixed-income investments fixed-income securities geometric mean goals and risk government bonds greater the expected greater the risk hard assets higher increase individual investments inflation rates interest rates rise investment class investment objectives investment risk investment timeline investment's return investor investor profile investor's goals issuer Large company stocks less risk less volatility liquid Liquidity Risk market conditions maturity dates ment money-market municipal bonds negatively correlated nonsystematic offer overall preferred stock purchase rate of return real estate return potential risk and return risk/return potential shares Small company stocks specific standard deviation stock prices systematic risk tion Treasury bills types of investments varying