Mastery card
I can explain Asset Allocation
Deciding what percentage of money goes to equity, debt, gold, and cash.
Asset allocation is the mix of asset classes in a portfolio aligned to goals, horizon, and risk capacity.
Sticky trick
Write target percentages and revisit yearly - do not chase last year's winner for 100% of cash.
Take into the room
In plain English, what is Asset Allocation?
Or open the share card 🥧
Or start your own 5-word trail from home.