ASSET ALLOCATION: The Ultimate Guide To Build Your PERFECT Portfolio at ANY Age
I’m going to cover the two main components that determine the right asset allocation, the roles that each main asset class plays in a portfolio, how to run scenario analysis to compare the risk and reward of different combinations, and a simple mental trick to help you STICK to your plan – and also invest for multiple objectives at once. By the end of this video, you will know EXACTLY how to determine the right mix of stock and bonds, U.S. and international, and other asset classes based on YOUR specific situation.
00:00 Intro
1:03 Age-Based Allocation
2:32 Two Main Components of an Asset Allocation
4:52 Roles of Stocks, Bonds, and More in a Portfolio
7:44 Determining Your Asset Allocation
8:27 Step 1 Determining Your Stock vs Bond Mix
15:55 Step 2 US vs International & More
18:03 Boss Level (Mental Accounting)
18:47 Overcoming Fear of Investing
20:12 Investing for Multiple Objectives
#fundamentalsoffinance #assetallocation