Recommended Allocations For A Balanced
Portfolio
The statistics below are composites of results from monthly
polls of leading portfolio strategists and are designed for a balanced growth
investor.*
We here at Asset Allocation Planning
believe that standardized allocations are not necessarily the best route to go.
We do believe that
PERSONALIZATION IS KEY when it comes to balancing a portfolio.
Experts in the financial field have a wide
range of what standardized allocations should encompass. Investments in stocks,
bonds, and cash can vary greatly depending on where you seek advice and
standardized allocation charts may not be the best option for you.
Below is a small example of deviation
among top investment advising firms when it comes to asset allocation.
Range Of Current Allocations*
