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Asset Allocation DeMystified by Paul Lim

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chapter 6

Making Tactical Adjustments and Tilts

Broadly speaking, there are two schools of thought when it comes to asset allocation. On the one hand, there are those buy-and-hold investors who believe that it is too difficult to try to anticipate changes and trends that are taking place in the market. Therefore, why even try? These investors believe that the most important decision that you ought to make is establishing your long-term strategic asset allocation plan—in other words, setting a mix of stocks, bonds, and other assets that’s appropriate for you given where you are in your life cycle. Then, come back to tweak that basic blueprint only when there are sufficient changes in your age, time horizon, risk tolerance, or overall level of ...

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