Asset Allocation

  

Think about the assets you have. Maybe you have biceps like Channing Tatum or a smile like Beyoncé. Great, but not really relevant to this discussion.

Now think about your financial assets...like cash, real estate, stocks, and so on. Asset allocation is all about where you put your financial assets so that they make sense for you. If you're young, you might want to put a lot of your assets into stocks because you have lots of time for them to grow, and you want to make money more aggressively. If you're getting close to old geezerhood, you might want to invest in bonds or more stable investments because you and your ticker can't handle the shock of sudden market downturn.

The point is that asset allocation is all about putting your assets into the right combos to balance the risk of losing money against the possibility of making more dough. When you're older, you'll want lower risk, and when you're young and cute (and can put those Channing Tatum arms and Beyoncé smile to work), you'll want a better possibility of earning more. Generally: YMMV.

Related or Semi-related Video

Finance: What is asset allocation?1 Views

00:00

finance- a la shmoop. what is asset allocation? alright well we have one

00:08

basket, and we have all of our eggs and we have enemy boulders ditches and speed [girl holds basket]

00:13

bumps in our way. they're all out to get

00:15

us. and everything's fine as we walk along

00:17

the path of life until one day, yeah oops carnage. well how do you avoid whoops in

00:23

the land of finance? well there are a couple of key things to keep in mind and

00:27

in baskets. first investments in an of an asset class like oil or transportation

00:33

or commodities like cotton or technology like software, very roughly tend to all

00:39

move together like Canadian Geese in the spring. that is the price of oil

00:45

controlled by Royal Dutch Shell, correlates almost exactly with the price

00:50

of oil controlled by British Petroleum or BP. there are two different stocks but

00:56

they generally move in lockstep so if you invested in one company odds are [man sits on mossy bench]

01:01

good that its performance will have been very similar to that of all of its

01:05

competitors in the same oil producing space. oil is an asset and the notion of

01:10

intelligent asset allocation is that you want to diversify away risk in your

01:15

portfolio by diversifying the asset classes in which you put your dough. so

01:20

if you wanted to be broadly exposed to the S&P 500 with its dozen or two asset

01:26

classes, well you'd want to pepper your eggs in some semi even distribution may be across baskets in telecommunications real estate utilities retail insurance

01:37

banking and so on. such that when those potholes come along and you trip in one [eggs put in a line of baskets]

01:42

and you most certainly will and the basket ends up looking more like paper

01:46

when you stand up because you smushed it. well then you still have eggs to cook

01:50

from other baskets you put your money in. if that still doesn't work well maybe go

01:54

vegan. [girl stands in kitchen with empty basket and fruits on the counter]

Up Next

Finance: What is a Diversified Mutual Fund?
20 Views

What is Diversified Mutual Fund? Diversified mutual fund allow individual investors to obtain the benefits of risk mitigation through diversificati...

Finance: What are Different Types of Mutual Funds?
20 Views

What are the different types of mutual funds? There are many different types of mutual funds, including bond funds, equity funds, money market fund...

Finance: What's the Difference Between Mutual Funds and Index Funds?
121 Views

What is the difference between mutual funds and index funds? Mutual funds are professionally managed. Those investors trade shares and realize taxa...

Find other enlightening terms in Shmoop Finance Genius Bar(f)