Market Master Glossary

Asset Allocation

How a portfolio is divided among asset classes such as stocks, bonds, cash, and alternatives to balance return objectives and risk.

MarketMaster

How a portfolio is divided among asset classes such as stocks, bonds, cash, and alternatives to balance return objectives and risk.

How it works

An allocation policy sets target weights for major asset classes and a rule for returning to those weights. The mix should reflect the investor’s time horizon, liquidity needs, capacity for loss, and tolerance for volatility.

Example

A portfolio with 60% shares, 30% bonds, and 10% cash may rebalance when a holding moves materially away from its target rather than reacting to headlines.

Limitations

Allocation reduces concentration risk but cannot prevent losses. Correlations, liquidity, taxes, and transaction costs can change the result.

Evidence LedgerHow this insight was built
Human reviewed
Thesis being tested

This definition explains Asset Allocation accurately, with its practical use and material limitations.

Key assumptions

  • The named calculation or convention is stated where definitions vary.
  • The example is illustrative and not a forecast or recommendation.

What could invalidate the view

  • A different market, instrument, jurisdiction, or methodology may use the term differently.
  • The cited authority may revise its guidance or terminology.
Editorial ownership
Market Master · reviewed
Approval state
Reviewed financial content
Evidence currency
Current evidence window
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1 documented source