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Financial Dictionary

Asset Allocation

This is how investment funds are divided between stocks, bonds, real estate, cash and other investment instruments. For example, an individual might have an asset allocation of 30% US stocks, 25% international stocks, 10% property, 20% fixed interest and 15% cash. The goal of asset allocation is to optimize the risk/reward trade off based on an individual's risk tolerance and goals. Asset allocation is key concept in financial planning and money management.


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