user name
password
homeinvestment_stylecommentarymcm_teamperformancelinksfaqscontact_us
Asset Allocation

Investors' investment policies are formulated after considering their investment objectives and constraints. The most important investment policy to determine is asset allocation. Each investor must balance their expected total return with their risk tolerance. This balance will help the investor determine what percentage of their assets to invest in different asset classes.

The following graph illustrates the long-term (15 years) risk/reward relationship between stocks and bonds. The addition of stocks to a bond portfolio initially diversifies the portfolio and increases the long-term return while reducing the long-term risk. Once the asset mix reaches 5% stocks/95% bonds, the addition of more stocks continues to increase long-term returns but risk begins to increase. A portfolio that has an asset allocation of 10% stocks/90% bonds will offer a higher long-term return with a similar amount of risk as a 100% bond portfolio. A portfolio invested entirely in stocks has historically produced the greatest return but it also exposes the portfolio to the greatest risk and volatility

MCM's Approach
How has MCM Performed
FREE Portfolio Review
E Documents
4600 Madison, Suite 200 Kansas City, MO 64112 Phone (816) 561-6512 | Fax (816) 561-6596
Copyright © 2003 Mitchell Capital Management - Legal Information | Privacy Policy | Site Map | info@mitchcap.com