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Determining your portfolio goals and your risk tolerance is the first step in creating an investment strategy. The next step is to deploy the investment strategy by mapping out an asset allocation. This is the mix of asset classes and the corresponding individual stocks and bonds, investment funds or instruments that you will invest in.
When you work with an investment advisor, this process can be uniquely tailored to your goals and risk tolerance. It will include a long-term plan as well as a series of smaller tactical shifts that are meant to help the portfolio meet return goals while staying within risk parameters.
The “Strategic Asset Allocation” represents the portfolio’s relatively long-term goals and risk tolerance and is usually planned to map to a given stage of the business cycle, which can last for 5-10 years. As long as the economy and the markets remain stable, rebalancing to ensure... ...
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