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Business & Finance
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There are many financial service companies and information providers that will help you determine your ideal asset allocation for your portfolio. Conduct an internet search on “Asset Allocation” and select one to provide you with your ideal asset allocation. Share your allocation with the class (in percentage – not actual dollars). Address the following questions in your post:

Do you agree with the portfolio allocation suggested by the provider? 

Aug 27th, 2015

Hi there! Thank you for the opportunity to help you with your question!

One such tools for calculating asset allocations is http://www.bankrate.com/calculators/retirement/asset-allocation.aspx

I provided some values, and got the following allocation:

I would say that this is a very good allocation for a 25 year-old (you can modify it for your age etc). Investing primarily in stocks is good if you are open to fluctuations and volatility, but focused on the long term. If you are older, then it might be beneficial to change to more fixed income options, such as bonds and savings. However, for someone around this age, I would say that this is a very good asset allocation


Please let me know if you need any clarification. Always glad to help!
Aug 27th, 2015

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