Part I. Discovering the Not-So-Secret Recipe for Asset Allocation

Discovering the Not-So-Secret Recipe for Asset Allocation

In this part . . .

We start by looking at the big picture of asset allocation — from what seems like 30,000 feet. But as we talk about risk and return, and review the various asset classes and how to mix them together in the right proportions, you begin to focus in and see how getting that mix right is the single most important investment decision you can make. We also introduce portfolio rebalancing, which is a process overlooked by most investors but championed by the pros, to control risk and generate extra return.

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