Pensions often adjust their asset allocation at precisely the wrong time for the same reason.
Therefore, the optimum asset allocation to gold over long periods of time is zero.
Determining your ideal asset allocation is the single most important investment decision you will make.
Understanding yourself and your behavior is the key to creating an asset allocation that sticks.
Read All About Asset Allocation for beneficial information on how to divide you portfolio.
There is a second cost that must be mentioned that is specific to tactical asset allocation.
Tactical asset allocation strategies may also lead to higher tax expense in a taxable account.
See my book, All About Asset Allocation for a detailed discussion of rebalancing techniques.
Macro hedge funds use tactical asset allocation strategies in an attempt to bet the markets.
Review your asset allocation and investments, making sure to look at the whole picture.
Consolidation does makes it easier to track asset allocation and the relative performance of investments.
They can only make changes in their asset allocation annually during a window at year end.
For starters, you need to have a well-defined (and proper) asset allocation in mind.
This forecast is intended for making long-term asset allocation decisions as opposed to short-term tactical decision.
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Individual asset allocation into equities easily could rise from 35 percent to 50 percent.
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In our view, investors should maintain a blended asset allocation that fits their long-term objectives.
But even with a proper asset allocation in place, a portfolio can still be poorly diversified.
The next step would be to the current asset allocation and the investments in each category.
The simplest method of help is through asset allocation funds like balanced and target date funds.
The flight path asset allocation model resembles the flight path of a fighter jet.
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Assumptions about investor risk tolerance implied in age-based asset allocation models are just plain wrong.
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Collecting and analyzing this data allows you to pragmatically make decisions about asset allocation.
All parts of the chain, says Mr Myners, need to think much more about asset allocation.
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Those who have 401(k)s should check their asset allocation and goals every six months.
Similarly, other unpredictable events are slow enough to develop to allow you to adjust your asset allocation.
For more information on this topic, please read All About Asset Allocation, 2nd edition, McGraw-Hill, 2010.
As a wealth manager, the adviser should also be monitoring your asset allocation and suggesting periodic re-balancing.
Any investment philosophy that deviates from this asset allocation should have a good reason to do so.
Markowitz used mathematics to explain the relationship of risk to return as it relates to asset allocation.
Stock allocations fell to a nine-month low last month, according to the June AAII Asset Allocation Survey.
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