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Wednesday, March 10, 2010 |
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Our asset allocation area is an unbiased educational resource for anyone interested in asset allocation and portfolio building. New to AAII? To jump start your visit, be sure to check out the following open areas: the asset allocation resource box (below), our download library, our asset allocation FAQs and free site registration.
AAII's asset allocation area is your key to successful investing.
Site Registration | Join AAII
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ASSET ALLOCATION RESOURCES
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PORTFOLIO OBSERVER
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 | The Portfolio Observer is an ongoing research effort that reports on asset allocation and diversification strategies for our members.
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| Return Data as of 2/28/2010
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| Investment Benchmarks |
1 yr |
5 yrs |
10 yrs |
| Large-Cap Stocks |
53.61% |
0.30% |
-0.39% |
| Mid-Cap Stocks |
66.31% |
3.12% |
5.67% |
| Small-Cap Stocks |
74.77% |
2.41% |
3.10% |
| International Stocks |
55.50% |
0.30% |
-0.39% |
| Emerging Markets Stocks |
93.34% |
11.42% |
9.40% |
| Intermediate Bonds |
3.71% |
5.86% |
6.91% |
| Short-Term Bonds |
2.71% |
4.58% |
4.98% |
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You’ve carefully weighed in your own mind how you want your retirement portfolio to look: just the right amount of your assets allocated to stocks versus fixed-income investments. You feel comfortable with the growth/income and risk profile of your investment portfolio, and you have carefully diversified your assets over all the investment categories, and even within each category. Then, inevitably, the market jumps up or down, and your investment portfolio is thrown completely off balance. What should you do?
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Free Registration
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Special Report—"Top Funds Over Five Years"
Register today and we'll forward you a valuable report that will change the way you look at mutual fund investing for the better!
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| Member Benefits Include: |
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Monthly AAII Journal |
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AAII.com Access |
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Stock & Fund Portfolios |
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And Much More |
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AAII Local Chapters
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You can easily become a successful investor by attending AAII local chapter meetings near you.
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AAII Discussion Boards
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Connect with other AAII Members by engaging in a discussion of various topics through our new AAII Discussion Boards.
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Portfolio Observer
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 AAII's Portfolio Observer is an ongoing research effort that reports on recommended asset allocation and diversification strategies for our members.
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