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High Net Worth Investing by Sam Phoen

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CHAPTER 10

Asset Allocation

YOU MIGHT HAVE HEARD of Asset Allocation in financial reporting or financial planning. It sounds big, complicated and scary, doesn’t it? Most people think that they are not “rich” enough to need to think about Asset Allocation, and that it is the domain of millionaires and large funds. Here I will try to dispel the notion that Asset Allocation is only for the rich or the “big boys”, and show you that it is really a concept that every individual who has investable funds should know and use to his or her advantage.

Asset Allocation, or AA for short, is merely a plan or strategy for how one should divide one’s wealth or ...

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