Asset Classes
Asset-class concepts for comparing stocks, bonds, sector exposures, defensive holdings, and equity-only portfolios within an allocation policy.
Investing terms for asset allocation and diversification.
Asset Allocation and Diversification terms explain how assets are selected, combined, diversified, optimized, and rebalanced inside a portfolio.
Use this branch when asset mix, stock-bond allocation, diversification, portfolio type, optimization method, or rebalancing rule changes the portfolio exposure.
| Area | Use it for |
|---|---|
| Asset Classes and Stock-Bond Mix | Asset-allocation, diversification, stock-bond mix, portfolio construction, optimization, or rebalancing terms. |
| Diversification and Multi-Asset Portfolios | Asset-allocation, diversification, stock-bond mix, portfolio construction, optimization, or rebalancing terms. |
| Strategic and Tactical Asset Allocation | Asset-allocation, diversification, stock-bond mix, portfolio construction, optimization, or rebalancing terms. |
Check the target allocation, asset classes, current weights, benchmark, diversification logic, correlation assumptions, risk budget, rebalancing band, transaction cost, and tax impact.
This page is educational and does not recommend a specific portfolio, security, fund, tax treatment, or account choice.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
Asset-class concepts for comparing stocks, bonds, sector exposures, defensive holdings, and equity-only portfolios within an allocation policy.
Diversification concepts for reducing avoidable concentration, combining asset classes, measuring look-through exposure, and maintaining portfolio risk controls.
Asset-allocation concepts for setting long-term policy weights, measuring benchmark-relative overweights, and making controlled tactical deviations.