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ALLOCATION. ASSET. What is Asset Allocation?. Different Asset Classes. Factors influencing Asset Allocation. 1. Time Horizon 2. Risk Tolerance 3. Currency Risk 4. Correlation. Why Asset Allocation?.
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ALLOCATION ASSET
Factors influencing Asset Allocation 1. Time Horizon 2. Risk Tolerance 3. Currency Risk 4. Correlation
Eeny, Meeny, Miney, Mo… Deciding What's Right! • As each Asset Class has varying levels of return for: • A certain risk, • Your risk tolerance, • Investment objectives, • Time horizon and • Available capital • Two important questions: • which asset? • how much of it?
Different Model Portfolio’s range from conservative to aggressive
Asset Allocation for Kumar and Vivek (Allocation is a percentage of Kumar and Vivek's portfolios)
Credits Hiren Bhatt 08 DevansheeSanghavi 43 Sagar Shah 48 Samkit Shah 49