Allocation
Strategic vs. Tactical Asset Allocation: How They Differ
Two documented approaches to dividing a portfolio among asset classes rest on different assumptions about markets, time horizon, and how much active management…
Author
Sofia Lindqvist
Sofia Lindqvist covers Work, Analysis and Allocation.
Articles by Sofia Lindqvist
Allocation
Glide Paths: Age-Based Allocation and the Debates
A glide path schedules the shift from growth assets to income assets over time — the core of target-date design and the center of its documented debates.
Allocation
Gold and REITs: Real Assets in a Portfolio
Gold and REITs are the two real assets most cited in allocation frameworks — one pays no cash flow, the other is required to pay most of its income out.
Allocation
How Diversification Gets Measured: The Key Metrics
Correlation, concentration, and effective-number metrics turn diversification from a slogan into a measurable portfolio property — each with documented limits.
Allocation
Emergency Funds and Their Place in Allocation
An emergency fund is the liquid layer held outside the risk portfolio so unplanned spending never forces asset sales — with sizing frameworks documented and…