Investigating How You Should View Asset Allocation
Episode 21
In this episode of the Retirement Detective Podcast, we discuss the importance of analyzing your investment portfolio from an asset allocation perspective. We start by looking at the overall asset allocation, which includes cash, equity, fixed income, and alternatives, and breaking down each pie piece further.
We discuss three ways to analyze your equity portfolio: size perspective, country exposure, and sector perspective. For fixed income, we discuss analyzing the portfolio based on fixed income sectors, credit quality, and a maturity/duration standpoint.
It is important to analyze your investment portfolio from an asset allocation perspective and to understand what you own. By doing so, you can make informed decisions about reallocating and rebalancing your portfolio to achieve your retirement goals.
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