Asset Allocation and Getting the Most from Your Investment
Portfolio
Asset allocation involves building a diversified portfolio of assets such as
stocks, bonds, and real estate that don't behave in the same way, so you
can achieve more predictable returns with less risk.
The goal of an investor is to select optimum percentages of the available
asset classes for the best risk/return performance.
Every mix of assets will provide a different risk/return point, most of them
being less than ideal.
An ideal asset allocation is determined through mathematical calculation,
simulation, the study of scholarly academic literature, and sound
judgment.
Rebalancing periodically back to original allocation reduces risk and
generally improves return.
At Bickford Investment Management we combine these ideas with an
individual investors financial needs and circumstances, risk tolerance,
personality, and preferences in order to create an appropriate and
customized investment portfolio.
Portfolio
Asset allocation involves building a diversified portfolio of assets such as
stocks, bonds, and real estate that don't behave in the same way, so you
can achieve more predictable returns with less risk.
The goal of an investor is to select optimum percentages of the available
asset classes for the best risk/return performance.
Every mix of assets will provide a different risk/return point, most of them
being less than ideal.
An ideal asset allocation is determined through mathematical calculation,
simulation, the study of scholarly academic literature, and sound
judgment.
Rebalancing periodically back to original allocation reduces risk and
generally improves return.
At Bickford Investment Management we combine these ideas with an
individual investors financial needs and circumstances, risk tolerance,
personality, and preferences in order to create an appropriate and
customized investment portfolio.
Copyright © 2010, Joel D. Bickford, All Rights Reserved
Updated January 2010 by JDB
Updated January 2010 by JDB
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