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Glossary · investing

What is Asset allocation?

How you split your portfolio across broad asset classes — stocks, bonds, cash, and alternatives.

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Asset allocation is the biggest single decision in long-term investing. Research consistently shows it drives most of a portfolio's return variability — more than which specific funds or stocks you pick.

A common starting frame: subtract your age from 110 to get a rough stock percentage, with the rest in bonds and cash. Younger investors tolerate more volatility for higher expected return; nearer-retirement investors trade some return for stability.

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Frequently asked questions

How often should I rebalance?

Once a year, or when any allocation drifts more than 5 percentage points from its target, is a common rule that keeps costs low.

Is 60/40 still valid?

The classic 60% stocks / 40% bonds portfolio is a reasonable middle-ground for many long-term investors, though the right split depends on your time horizon and risk tolerance.

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