Portfolio Allocation

All asset allocation is an important concept in investing that is directly related to the way most investors balance their risk and return expectations across multiple accounts and portfolios. You can adjust the percentage of each asset in your portfolio according to your level of risk tolerance as well as your unique personal goals. Similarly, you can adjust allocation of each asset within or across multiple portfolios to better manage cross-portfolio volatility. As time goes on, your portfolio asset allocation will drift away from your preferred allocation and this module can help you dissect it and digest it to make the decision to rebalance in a timely manner.