Podcast Beta
Questions and Answers
Strategic Asset Allocation is a long-term portfolio investment strategy wherein target allocations are set for ______ classes that are periodically adjusted to balance risk and return.
asset
A key part of strategic asset allocation is what we call '______' to spread investments.
DIVERSIFICATION
Financial experts think that strategic ______ allocation is super important.
asset
Return Objectives refer to the financial ______ or targets that an investor aims to achieve through their investments.
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Risk Tolerance refers to the level of ______ or volatility an investor is willing and able to endure in pursuit of their financial goals.
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Understanding one's true risk tolerance can help prevent ______ decisions during market downturns or overly cautious behavior during bull markets.
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According to Brinson, Hood, and Beebower, strategic asset allocation is ______ important.
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The goal of strategic asset allocation is to achieve ______ accumulation, retirement savings, or funding education.
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Strategic asset allocation involves setting target allocations for ______ classes that are periodically adjusted to balance risk and return.
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.return Objectives depend on when you need your ______.
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