Category:Asset Allocation

From Bogleheads

The Asset Allocation category addresses the division of an individual's portfolio into different types of investments (called asset classes), having disparate characteristics. Also included are descriptions of mutual funds which attempt to perform the process automatically, as well as sample allocations suggested by experts.

Asset Classes
Cash	Money Markets • Certificate of Deposit
Bonds	Treasury Inflation Protected Securities • Municipal Bonds • I Savings Bonds • Mortgage Backed Securities • Corporate Bonds • Convertible Bonds • High Yield Bonds • Emerging Market Bonds
Stocks	Preferred stock
Real Estate	Real Estate Investment Trust • International REITs
Alternate	Art • Commodities • Private Equity
Hedge Fund	Hedge Funds • 130/30 Investment Strategy

Portfolios
Sample Portfolios	3 Fund Lazy Portfolios • Core Four Portfolio • More Lazy Portfolios
Portfolio Management	Investment Policy Statement • Using a Spreadsheet to Maintain a Portfolio
Portfolio Withdrawals	Withdrawal Methods • Safe Withdrawal Rates

Tax Considerations
Tax Basics	Tax Basics • Tax News Sources • Foreign tax credit
Strategic Tax Considerations	Principles of Tax-Efficient Fund Placement • Tax-Adjusted Asset Allocation
Tax Management	Whether to Reinvest Dividends in a Taxable Account • Delaying reinvestment of dividends • Timing of transactions to reduce taxes • Placing Cash Needs in a Tax-Advantaged Account • Donating Appreciated Securities
Tax Loss Harvesting	Tax Loss Harvesting • Wash sale • Cost basis methods • Specific Identification of Shares
Tax Data	Vanguard Funds: Distributions