What is Asset Allocation? Different Asset Classes Different Asset Classes CashBondsStock*Real Estate Foreign Currency Natural Resources Precious Metals.

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Presentation transcript:

What is Asset Allocation?

Different Asset Classes Different Asset Classes CashBondsStock*Real Estate Foreign Currency Natural Resources Precious Metals Luxury Collectables

Factors influencing Asset Allocation 1. Time Horizon 2. Risk Tolerance 2. Risk Tolerance 3. Currency Risk 4. Correlation

Why Asset Allocation?

RIsk – Return TradeoffRIsk – Return TradeoffRIsk – Return TradeoffRIsk – Return Tradeoff

Risk-Return Trade Off

Eeny, Meeny, Miney, Mo… Deciding What's Right! As each Asset Class has varying levels of return for: As each Asset Class has varying levels of return for:  A certain risk,  Your risk tolerance,  Investment objectives,  Time horizon and  Available capital Two important questions: Two important questions: a. which asset? b. how much of it?

Different Model Portfolio’s range from conservative to aggressive

Different Model Portfolios

Rebalancing

Asset Allocation for Kumar and Vivek KumarVivek Fixed Income10%20% Equities30%20% Property50% Gold5% Cash5% (Allocation is a percentage of Kumar and Vivek's portfolios)

Conclusion

Credits Hiren Bhatt08 Devanshee Sanghavi43 Sagar Shah48 Samkit Shah49