What is an asset mix? Imagine a basket that contains different fruits. The basket may be a fund or a portfolio, while the fruits are the assets. If we consider and break down all assets, we can call that an “asset mix.” One asset can fall under any core asset class: stocks, bonds, real estate, and cash. It does not end there because you can further mix them. Breaking down an asset mix is helpful to investors because they get to understand what’s inside the portfolio. They will want to…
Read MoreAsset mix: Breaking down all of the assets inside a portfolio
