Friday, 7 February 2020

_*Asset Allocation & Needs*_

 _Asset Allocation_  - text book definition.....   an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance, and investment horizon.

Wow...that looks seriously tough for a common man to understand

In simpler terms.... 

*_Asset Allocation_ is nothing but, _investing money in a common sensical way_*

That's just allocating money into the 4 avenues.....

Equities

Fixed Income

Real Estate

Gold / Commodities etc.

_*The ratio of allocation among these 4 asset classes is based on ONE'S NEED (short, medium & long term)*_

_RETURNS_ are immaterial here, but the _RISK_ is quite material.

_*DOES IT SUIT MY NEEDS IN THE SHORT & LONG TERM OR NOT?*_

_Nothing else matters_ 😀

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