asset allocation

Frequency: 8.514.5 per million words

Distributing investment funds among various types of assets.

allocationADJECTIVE + allocation

Categories:

asset

Examples (10)

  • A good financial plan starts with a sound asset allocation strategy.
  • The financial advisor helped the client determine the best asset allocation for their retirement portfolio.
  • Proper asset allocation can help minimize risk while maximizing returns.
  • My current asset allocation is heavily weighted towards stocks.
  • We will need to adjust our asset allocation as we get closer to retirement age.
  • Have you reviewed your asset allocation this year?
  • The fund's performance is largely dependent on its tactical asset allocation decisions.
  • Understanding asset allocation is crucial for any serious investor.
  • A significant shift in asset allocation was observed after the market downturn.
  • Younger investors can often afford a more aggressive asset allocation with higher exposure to equities.