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Definition

Asset Allocation

The distribution of portfolio investments among stocks, bonds, cash, and other asset classes.

Written by Jere Salmisto·Reviewed by CalcFi Editorial·Last verified: 2026-05-13
TL;DR

Asset Allocation is The distribution of portfolio investments among stocks, bonds, cash, and other asset classes. Used in investing.

What Is Asset Allocation?

Asset allocation is the strategy of dividing your investment portfolio among different asset classes—typically stocks, bonds, cash, and sometimes real estate or commodities—based on your investment goals, risk tolerance, and time horizon. The "right" allocation depends on your age, timeline, and comfort with volatility. A common rule of thumb is to subtract your age from 110 to get your percentage in stocks, with the remainder in bonds. Young investors with long time horizons often hold more stocks for growth; those nearing retirement shift toward bonds for stability. Regular rebalancing helps maintain your target allocation as market movements cause it to drift.

Related Terms

Diversification
Spreading investments across different assets to reduce overall portfolio risk.
Portfolio
The collection of all investments held by an individual or institution.
Rebalancing
Adjusting portfolio allocations back to target weights by buying or selling assets.

Related Calculators

Portfolio Rebalancing Calculator→
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