Financial Glossary

Asset Allocation

Splitting the portfolio among equities, bonds, cash, and other assets. Research shows it explains most of a portfolio's risk and return — more than picking individual securities.

Tools that demonstrate this term

Model Portfolio Builder

Related terms

Risk Tolerance

How much drawdown you can endure without panic-selling. The decisive factor in choosing your asset mix — selling at the bottom "locks in" a loss that was only on paper.

Model Portfolio

A predefined asset-allocation recipe (like 60/40 or the Golden Butterfly) with historical backing. An excellent starting point for anyone who does not want to reinvent the wheel.

All terms in this category

Real Return Nominal Return Inflation Consumer Price Index (CPI)Compound Interest CAGR (Compound Annual Growth Rate)Volatility Diversification Risk Tolerance Dollar-Cost Averaging (DCA)Liquidity

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