Asset Allocation

Asset allocation is the process of distributing portfolio investments among the various asset categories.  Asset categories can include:

  • Cash
  • Large U.S. Stock
    • Growth
    • Value
  • Small U.S. Stocks
    • Growth
    • Value
  • Bonds
    • Government (U.S. & Foreign)
    • Corporate
    • High Yield
    • Municipal
  • Midsize U.S. Stock
    • Growth
    • Value
  • Foreign Stock
    • Large
    • Small
    • Emerging Country
  • Real Estate
  • Annuities
  • REITS
  • Convertibles
  • Precious Metals

The process involves three decisions:

  1. Which investment asset categories should I include?
  2. How much or what percentage into each asset category?
  3. Which investment type vehicle should be used?  Example (individual stocks or mutual funds)

Securities offered through representatives of Lincoln Financial Securities Corporation (LFSC), Member SIPC, to residents of AL, CA, FL, GA, IN, LA, MS, NC, OH, SC, TN, TX, VA & WA.  LFSC is not affiliated with Tara Financial Group.

 
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