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Asset allocation for dummies - Coggle Diagram
Asset allocation for dummies
Part 1. Discovering the not-so-secret recipe for asset allocation
Chapter 1. Understanding asset allocation
Chapter 2. Weighing risk and return
Chapter 3. Making sense of asset classes
Chapter 4. Determining the right proportions: your asset mix
Chapter 5. Stirring the mix: portfolio rebalancing
Part 2. Getting started
Chapter 6. Laying the foundations for your plan
Chapter 7. Developing your investment strategy
Chapter 8. Creating your allocation plan
Part 3. Building and maintaining your portfolio
Chapter 9. Buying securities
Chapter 10. Knowing where to put your assets: asset allocation
Chapter 11. Monitoring your portfolio: rebalancing and other smart strategies
Chapter 12. Measuring your results
Part 4. Going beyond the basics
Chapter 13. Walking to the beat of a different drum: opting for alternative investments
Chapter 14. Managing your taxes like a pro
Chapter 15. Knowing when to revise your plan
Chapter 16. Finding help when you need it
Part 5. The part of tens
Chapter 17. Ten asset classes and subclasses and their historical rates of return
Chapter 18. Ten common asset allocation mistakes
Chapter 19. Ten questions to test your asset allocation know-how