24 Asset Allocation Model Portfolios for New Investors
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To see how a passive income asset allocation model portfolio might look in the real world, read this article, which provides a break down of different asset classes and percentages that might be appropriate for someone wanting to live off the dividends, interest, and rents of his or her capital.More »
When you own a small business, the odds are that over time, it will come to represent a disproportionately large percentage of your net worth.  This means your asset allocation on the remaining portion of your investment portfolio needs to change or else you might have too much of your net worth exposed to equities. More »
The academic evidence is clear that different market capitalization groups - micro caps, small caps, medium caps, large caps, and mega caps - perform very differently over time, with different risk profiles. Â Whether it's a huge business headquartered in New York City or a small firm in Arkansas, making sure you have exposure to the right mix of businesses through intelligent asset allocation can help you achieve your financial goals.More »
There are five major ways you can gain exposure to the precious metals asset class if you want to own things like gold or silver in your investment portfolio.More »
11. Passive Income Asset Allocation Model Portfolio
To see how a passive income asset allocation model portfolio might look in the real world, read this article, which provides a break down of different asset classes and percentages that might be appropriate for someone wanting to live off the dividends, interest, and rents of his or her capital.More »
12. Tactical Asset Allocation and Your Portfolio
Tactical asset allocation is an advanced technique for serious investors who want to find undervalued asset classes. For example, during a stock market crash, a person practicing this discipline would be adding money to his or her stockholdings, while during a real estate crash, he or she would be pouring money into the acquisition of income properties. In a sense, tactical asset allocation is like value investing, only on a macroeconomic scale.More »
13. Asset Allocation for Small Business Owners
When you own a small business, the odds are that over time, it will come to represent a disproportionately large percentage of your net worth.  This means your asset allocation on the remaining portion of your investment portfolio needs to change or else you might have too much of your net worth exposed to equities. More »
14. Market Capitalization Asset Allocation Model Portfolio
The academic evidence is clear that different market capitalization groups - micro caps, small caps, medium caps, large caps, and mega caps - perform very differently over time, with different risk profiles. Â Whether it's a huge business headquartered in New York City or a small firm in Arkansas, making sure you have exposure to the right mix of businesses through intelligent asset allocation can help you achieve your financial goals.More »
15. Precious Metals Asset Allocation Model Portfolio
There are five major ways you can gain exposure to the precious metals asset class if you want to own things like gold or silver in your investment portfolio.More »
16. Exotic Asset Allocation Model
For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures. Â These can be extremely high risk but they offer high potential rewards in return.More »
17. The Talmud Asset Allocation Model
One of the oldest asset allocation models ever recorded in human history is located in the Jewish Talmud. Â Interestingly enough, it's actually so simple, and so straight forward, that it would have helped almost any investor make quite a bit of money over the past couple of centuries regardless of market conditions provided he or she had a long enough time horizon.More »
18. How a Pension Influences Your Asset Allocation Decisions
If you are one of the ever-dwindling number of retirees who enjoys a pension, your asset allocation needs are going to be very different than your non-pensioned friends and family members. In essence, your pension represents a sort of fixed income, or bond-like, investment. It should be taken into consideration when deciding how much money you split between private businesses, stocks, bonds, real estate, gold, silver, and intellectual property. Otherwise, you risk having too much of your money in low-returning assets for the sake of stability you don't require.More »
19. Using ETFs to Make Asset Allocation Easier
With the convenient rise of exchange traded funds, also known as ETFs, it has never been so easy to diversify your asset allocation mix by asset type, market capitalization, credit rating, or whatever other criteria you consider important to your investing needs.More »
20. Rebalancing Your Asset Allocation Mix
One popular practice among professional investment managers and wealth advisors is called rebalancing. The purpose of rebalancing is to avoid having too much of your money working in a single asset class, such as stocks or real estate. That way, when a crash in the market comes, which they inevitably do, you aren't harmed too heavily. Here are examples of when, and how, rebalancing might be done.More »
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