Asset Allocation. There are many financial service companies and information providers that will help you determine your ideal asset allocation for your portfolio. Conduct an Internet search on “Asset Allocation” and select one to provide you with your ideal asset allocation. Share your allocation with the class (in percentage – not actual dollars). Address the following questions in your post:
Do you agree with the portfolio allocation suggested by the provider? Why?
Based on your knowledge of finance and portfolio construction, would you say this allocation is too
aggressive or too conservative?
Here are some example investment tools:
Is your retirement portfolio’s asset allocation on track? Ultimate guide to retirement
Asset allocation by age and risk tolerance
Optimal asset allocation: How to build a strong portfolio using four basic strategies
Respond to at least two of your classmates’ posts. How does your portfolio allocation compare to your classmates’? What other explanations can you offer for the recommendation provided by the Asset Allocation provider?
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