The new norms will also be “fundamentally consequential” for investors, he added. In particular, he said the concept of asset allocation will change. Rather than designing a portfolio around different ...

The main difference between the 70/30 and 80/20 asset allocation models is how much risk you’re taking. With an 80/20 allocation, you’re devoting a larger share of your money to stocks, which ...

You’ve probably heard the rule of thumb that says your allocation to bonds should roughly equal your age—for example, a 30-year-old might hold 30% of her portfolio in bonds, while a 60-year ...

Asset allocation is essentially how much you’re investing in various different asset classes (like stocks, bonds, cash, commodities, real estate, et cetera) in order to help mitigate the level ...

Each asset class has a different return and risk profile, so determining the appropriate combination is an important aspect of portfolio design. Also, asset allocation is an ongoing process and ...

Efficient asset allocation also means knowing where to hold certain investments. For instance, RRSPs are great for holding U.S. and international stocks, as dividends from foreign companies are ...

In almost all of the asset allocation ETFs included in this final edition of the 2025 Globe and Mail ETF Buyer’s Guide, U.S. securities get a bigger weighting than those from Canada and elsewhere.

Start With Stocks What you have allocated in equities and stocks would refer to your risk or growth asset. Stocks, at the most basic level, mean that you own shares of publicly traded companies ...

BMO's balanced asset allocation ETF did worse than its growth fund in the past 12 months, something you're not likely to see again any time soon. The reason is that both bonds and stocks had a bad ...

Multi-asset allocation funds, investing in equity, debt, and commodities, have delivered nearly 17% compounded annual returns in the past three years, outperforming the Sensex due to significant ...