Asset allocation for dummies Cover Image

Asset allocation for dummies / by Jerry A. Miccolis and Dorianne R. Perrucci.

Miccolis, Jerry A. (Author). Perrucci, Dorianne R., 1949- (Added Author).

Summary:

A guide to understanding asset allocation, offering advice on how to get the right balance, explaining how to set personal investment parameters and map out a long-term strategy, discussing different types of investments, their tax characteristics, and the importance of rebalancing, and exploring alternative investments.

Record details

ISBN: 0470409630
ISBN: 0470522542
ISBN: 9780470409633
ISBN: 9780470522547
Physical Description: xviii, 340 pages : illustrations, charts ; 24 cm.
Publisher: Hoboken, N.J. : Wiley Pub., [2009]
Copyright: ©2009

Content descriptions

General Note:

"Open the book and find: the top asset allocation mistakes; how to match the right investments with the right accounts; ways to successfully manage risk; best practices for portfolio rebalancing; "what if?" investment scenarios; historical rates of return on ten asset classes and subclasses; how to project your financial future; guidance for fine-tuning your long-term allocation program"--P. [4] of cover.

Includes index.

Formatted Contents Note:

Discovering the not-so-secret recipe for asset allocation -- Understanding asset allocation -- Weighing risk and return -- Making sense of asset classes -- Determining the right proportions : your asset mix -- Stirring the mix : portfolio rebalancing -- Getting started -- Laying the foundation for your plan -- Developing your investment strategy -- Creating your allocation plan -- Building and maintaining your portfolio -- Buying securities -- Knowing where to put your assets : asset location -- Monitoring your portfolio : rebalancing and other smart strategies -- Measuring your results -- Going beyond the basics -- Walking to the beat of a different drum : opting for alternative investments -- Managing your taxes like a pro -- Knowing when to revise your plan -- Finding help when you need it -- The part of tens -- Ten asset classes and subclasses and their historical rates of return -- Ten common asset allocation mistakes -- Ten questions to test your asset allocation knowledge.