Asset Allocation

Asset allocation is the distribution of a portfolio among asset classes, strategies, or exposure groups.

Why this matters to income investors

The mix of holdings shapes income sources and shared risks.

How to use asset allocation in your research

Look at the specific exposure and the period measured. Ask whether the risk could reduce cash income, force a sale, or cause several holdings to weaken together; a single summary statistic cannot answer that alone.

This material is general education and information, not individualized investment, tax, or legal advice.