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High School Financial Education Program Florida International University College of Business Capital Markets Lab http:/

High School Financial Education Program Florida International University College of Business Capital Markets Lab http:// business.fiu.edu/cml 305-348-1542. Asset Allocation . What is Asset Allocation?.

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High School Financial Education Program Florida International University College of Business Capital Markets Lab http:/

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  1. High School Financial Education Program Florida International University College of Business Capital Markets Lab http://business.fiu.edu/cml 305-348-1542

  2. Asset Allocation

  3. What is Asset Allocation? Assigning percentages of the investor’s holdings into different categories of investments Asset Classes Cash Stocks Bonds Real Estate Commodities, Natural Resources, Currencies, Alternative Investments
  4. Allocation Example Broad Asset Classes
  5. Allocation Example
  6. Allocation Example 2
  7. Choosing Your Model What type of investor are you? Aggressive Moderate Conservative http://moneycentral.msn.com/investor/calcs/n_riskq/main.asp Fractal nature applies here too No universal model, make it fit for you
  8. Allocation Model Example
  9. Why Asset Allocation? Most basic level of diversification Risk Volatility Personal
  10. Asset Behavior
  11. Asset Classes Large Cap Stock >10 billion Mid Cap Stock 2 – 10 billion Small Cap Stock <2 billion
  12. Asset Classes International Securities Emerging Markets Fixed Income and Equity Forms of investing ETFs Mutual Funds
  13. Asset Classes Cash or Cash Equivalent Money market Foreign Currency Market Domestic Currency Real Estate REIT (Real Estate Investment Trust) Equities, Funds
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