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    Abney Associates Building and Maintaining a Portfolio


    par jhenzmimsef

    7 vues
    ( June 29, 2012 -- Once a client chooses an asset allocation that they are comfortable with the assets are then classified. This at first glance appears simple as assets can be split into classes such as equities and bonds.

    However, these can be further broken down into sub-categories. A client will then have assets with different levels of risk and return resulting in a dynamic portfolio resistant to sudden market deviations compared to a very restrictive portfolio with one or two asset classes.

    Differing market sectors have different effects on equities whether they are acquired on domestic of foreign markets. Bonds can be divided into long and short-term classes along with government issued or corporate bonds each with their own risk tolerance levels.

    Maintaining a Portfolio