Tagged: asset allocation

How to calculate your asset allocation

The most important thing to get right when investing in financial assets is asset allocation.”Asset allocation” refers to how your funds are invested across different classes of financial...

Group all of your assets into three categories: investments, home, and stuff

In this article, I propose a powerful exercise. Group all of your assets into three categories: “investments” (assets that generate an income for you), “home” (assets that provide you with accommodation), and “stuff” (everything else). What is the current composition? What composition do you want as you head towards retirement?