Infographic: Savvy Tips on How to Allocate Investment Assets

Take time to assess your portfolio at least every quarter

A successful portfolio requires properly allocating your investments. It is crucial to diversify and rebalance your portfolio on a regular basis. Asset allocation is an investment strategy with a goal to balance risk and reward by dividing a portfolio’s assets according to an investor’s goals, risk tolerance and investment horizon. As an investor gets closer to retirement, financial planners suggest having less invested in equities.

Take a look at this allocation guide by Bankrate.com.


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Investment Bankrate.com

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