Asset allocation balances risk by mixing investment ... Return data from 1926 to 2022. As the table shows, a portfolio with 100% stocks delivered the highest average annual return.

The stock/bond allocation table centers around the S&P 500’s historical trading median range. When the index is deemed expensive, equities can range from 10% to 90% of assets in 5-percentage ...

VALIC Company I Asset Allocation Fund earns an Above Average ... brings a wealth of experience to the table. Jeffrey A. Geller has an experienced backdrop of support. The three listed managers ...

Asset allocation is the process of determining how much a portfolio invests in stocks, bonds and cash. Each asset class has a different return and risk profile, so determining the appropriate ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...

Figure out your asset allocation. Avoid risky products and bad behaviors. Your investment policy statement can be thought of as an instructional manual for what objectives your portfolio is ...