Very simply, “asset allocation” refers to the overall mixture of stocks, bonds, and other asset classes in your portfolio, and how much of your total capital is invested in each one. Having the right balance—the correct asset allocation—is what keeps you diversified in the market, rather...
I can see the breakup of U.S. stocks along the small, midcap, large-cap, and growth and value factors. Stocks can also be broken down by industry sectors, such as oil and natural
The revamp asset allocation consists of 17.9% large-cap domestic equity, 4.1% smid-cap domestic equity, .5% micro-cap domestic equity, 2.65% non-U.S. large-cap equity, and 4.1% non-U.S. small-cap equity, among others.SorondoMarc...
As the market moves, your asset allocation is going to get out of alignment. Stocks and bonds tend to move in opposite directions. And not all stock sectors move in the same direction either. One day large cap stocks might rise while small cap stocks decline. ...
Tactical Asset Allocation (TAA) is based on major asset price trends. Major assets include US equity (which could be further decomposed into small, mid and large cap with value and growth styles), International equity, emerging market equity, real estate investment trusts (REITs) (US and and ...
Asset allocationas on Jan 31, 2025 Equity99.31% Debt0% Other0.69% Market Cap Large Cap 48.77% Mid Cap 35.26% Small Cap 15.27% Other Cap 0% Top holdings HDFC Bank Ltd.4.61% Axis Bank Ltd.4.14% State Bank of India3.24% Larsen & Toubro Ltd.2.43% Top sectors Financial 23.87% Hea...
Within US stocks we are neutral value vs growth and have a relative preference for small- over large-caps given the relative valuation discount for small-caps. We maintain our sector preferences this month with healthcare, industrials and tech most preferred and real estate and ...
Finally, how I'm preparing to allocation my assets for 2020? I have written a whitepaperabout my learnings. I would like to basically use the 90% stock 10% bond strategy, but I would also like to add specific international exposures and mid cap value exposures (Some reasons are mentioned...
It's fairly straightforward to see the percentage of assets in stocks versus bonds, but don't forget to categorize what type of stocks you own—small, mid, or large cap. You should also categorize your bonds according to their maturity—short, mid or long-term. Mutual funds can be more ...
Asset Allocation Different types of assets react differently to market changes. For instance, when stocks thrive, bonds often don't. Similarly, when large-cap stocks are zipping ahead, small-cap stocks tend to lag.1This variation in how different asset classes respond to market conditions is cal...