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Goal Update: Investment Portfolio Asset Allocation & Holdings ? Nov 2011

Benjamin Graham Value Investing Strategy Portfolio for Defensive Investors. As we explained in Asset Allocation Rebalancing, Benjamin Graham recommended investors that didn’t want to learn how to read financial statements or spend their free time looking at ticker tape should instead split their money 50% to stocks and 50% to bonds.

Asset Allocation, Portfolio Management By Joshua Kennon April 18, 2013 32 Comments One of the ways I manage my life is to sit in a room several times a year, staring off into the distance, and trying to imagine 5, 10, 15, 20, 30+ years in the future.

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Michael Stout, CFA, is a portfolio manager in the Morningstar investment management group and a member of the Asset Allocation Committee. He focuses on active-allocation strategies that employ actively managed mutual funds, while also contributing to the firm’s active/passive strategies.

Understanding Asset Allocation. Asset allocation means striking the right balance between risk and reward by adjusting the investments in your portfolio depending on your risk appetite and time-frame, based on your financial goals. Here are some pointers to get your asset allocation right. 1. Thoroughly understand your risk appetite

Post-holiday action by big investment funds. This is not “hot money” reacting to each tweet and new phrase from the Fed. There are investment committees with reports from well-prepared participants.

You regularly rebalance, periodically scaling back on those holdings that have performed the best, whether they are stock or bonds, to bring the total portfolio’s asset-class exposures back in line with targets. (Those targets may gradually grow more conservative over time, depending on the asset-allocation glide path you are using.)

This portfolio was launched on Interactive Advisors on November 01, 2016. Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

Yes, our new "Dynamic Asset Allocation" (DAA) strategy’s 13.6% annualized return for the 30 years is significantly better than the S&P 500’s 11.1%. That’s great, but it’s hardly the main story. Remember, the beginning point of this journey was to find a replacement for bonds as a safe haven for risk-averse investors.