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Topic
Asset allocation
6 guides in Finabase Learn
- Asset allocation: how stock, bond and cash mixes have behaved What asset allocation is, how 23 years of stock and bond mixes actually behaved, how rebalancing and target-date funds work, and what shapes the right mix.
- Diversification Spreading money across many investments that do not move in lockstep, so no single loss can do too much damage.
- How to build your first portfolio: a step-by-step beginner outline An eight-step educational outline for a first portfolio: foundations, goals, accounts, allocation, fund-selection criteria, costs, automation, rebalancing and behavior.
- Rebalancing Trading a portfolio back to its target mix after market moves have pushed the weights of stocks, bonds or other assets off target.
- Rebalancing a portfolio: calendar vs threshold, drift and taxes Why a portfolio drifts away from its target mix, how calendar and threshold rebalancing work, what 23 years of SPY/AGG data show, and how to rebalance tax-efficiently.
- Target-date fund A fund built around a retirement year that starts stock-heavy and shifts gradually toward bonds and cash along a preset glide path.
Educational content, not investment advice. Finabase Learn explains how markets and tools work. It does not recommend any security or strategy, and examples are for illustration only. Investing involves risk, including the loss of principal. Rules and figures are for the United States unless stated and can change — check the cited source before you act.