Asset allocation
How your money is split among stocks, bonds, cash, and other things. It decides most of your result.
A definition says what a thing is; it never says whether it fits you. The guides explain how it works and name the professional who confirms it for a particular person. The No Advice Disclosure.
Words beside it
- Asset location
Which account each investment lives in for tax reasons; bonds in tax deferred, stocks in Roth or taxable, roughly.
- Net asset value
A fund's total holdings minus liabilities, divided by shares outstanding. Computed daily for mutual funds.
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