Amanda Stanhaus

Tag: asset allocation

Asset Allocation

An investment strategy using different amounts of stocksbonds, and cash to achieve different amounts of risk and return.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Asset Allocation Fund

fund in which a manager mixes stockbonds, and cash according to the fund’s objectives.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)

Shopping = Diversifying

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I have an obsession with two clothing categories. Coats and lingerie.

I’ll go into detail about the former, as the latter are unmentionables.

I’m prepared for anything. Pink-striped raincoat. Green suede bolero. Black surprisingly-slim puffer. Gold evening coat. Etc.

My $$ needs to be similarly prepared for anything. As a stock maven would say, diversify.

Bonds for rainy days. Growth stock for the chance to buy a fur one day, not so far away.Value stocks so my heiresses can buy their own coat collection.

I rebalance my asset allocation if I move to a new climate or I gain a few too many lbs. And similarly, if my time frame or investment objectives change.

If my man asks what I’m up to when I’m out shopping, I’ve learned to say I’m diversifying!

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(Originally published on Amanda Stanhaus’s financial literacy blog: XO, Bettie.)

Portfolio Rebalancing

When there is a price increase (or decrease) I must reallocate the number of shares to the keep same asset allocation.

(Originally published on Amanda Stanhaus’s financial literacy vocab blog: XO, Bettie Vocab.)