Category: Asset Allocation
-
Risk Capacity & Risk Tolerance – Asset Allocation
Risk Tolerance – Your willingness to take risk in the investment markets. Based on how you feel.Risk Capacity – A measurement of how aggressive you can invest without jeopardizing financial stability. Based on math and statistics. Often times an investors portfolio mix is said to be determined by a questionnaire…
-
What’s the point of rebalancing?
Rebalancing – The practice of returning the values of certain assets in your portfolio to their prescribed percentages defined by an investment plan. Marketed as an important piece of your investment plan, rebalancing is often misunderstood, or simply – practiced blindly. In other words, many do it automatically without first…
Wealth Studio 