Download e-book for iPad: Asset Allocation For Dummies by Dorianne Perrucci, Jerry A. Miccolis

By Dorianne Perrucci, Jerry A. Miccolis

ISBN-10: 0470409630

ISBN-13: 9780470409633

An easy-to-understand how-to consultant to the only most crucial factor you are able to do in making an investment — determining and combining your resources successfully.
You don’t must be a professional analyst, a celebrity stock-picker, or a rocket scientist to have larger funding effects than such a lot different traders. you simply have to allocate your resources within the correct method, and feature the conviction to stay with that allocation.
The large mystery at the back of asset allocation — the key that the majority subtle traders be aware of and use to their profit — is that it’s particularly no longer all that tough to do.
Asset Allocation For Dummies serves as a finished consultant to maximizing returns and minimizing danger — whereas handling taxes, charges and different expenditures — in placing jointly a portfolio to mirror your distinct monetary pursuits.  
Jerry A. Miccolis (Basking Ridge, NJ), CFA®, CFP®, FCAS, MAAA is a largely quoted specialist commentator who has been interviewed within the big apple instances and the Wall road magazine, and seemed on CBS Radio and ABC-TV.  He is a senior monetary consultant and co-owner of Brinton Eaton Wealth Advisors (www.brintoneaton.com), a fee-only funding administration, tax advisory and fiscal making plans enterprise in Madison, N.J. Dorianne R. Perrucci (Scotch Plains, NJ) is a contract author who has been released within the ny occasions, Newsweek, and TheStreet.com, and has collaborated on a number of monetary books, together with I.O.U.S.A, One state, less than pressure, In Debt (Wiley, 2008).
 

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One of the principles of asset allocation is the reduction of portfolio volatility. Excessive volatility can cost you real dollars because of a phenomenon called risk drag. As we explain in Chapter 2, risk drag eats away at your investment return over time. By combining the right investments in the right proportions, you can tame risk drag. Finding those investments and determining those proportions is also a matter of some science. The trick is to find investments that don’t correlate very well with each other (meaning, they don’t all go up or down at the same time).

The holy grail of investing is a set of asset classes that have perfect negative correlation with each other, meaning that one zigs when the other zags (that is, if one moves up, the other moves down by the same amount, at the same time). Asset classes like that can be combined to create a portfolio that has absolutely no risk! But, as you may imagine, perfect negative correlation — like perfection of any kind — is impossible to find in real life (with the exception of chocolate peanut butter ice cream), so you try to get as close as you can.

In Chapter 9, we take you on a tour of the securities available to you. There are stocks and bonds, of course. There are also mutual funds and exchange-traded funds, and we explain why we generally prefer the latter over the former. We also discuss index funds and actively managed funds, annuities, options, structured notes, exchange-traded notes, and others. To keep your asset allocation in ship shape, you’ll want to buy different securities in different circumstances. Sounds logical enough, but what’s the best way for you to actually buy securities?

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Asset Allocation For Dummies by Dorianne Perrucci, Jerry A. Miccolis


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