Asset Allocation Worksheet

When it comes to investing your savings, you have many options.

But how do you choose from among them?

Arguably the single most important thing you can do is to divide your money among the three major “asset classes." The major asset classes are stocks, bonds, and short-term investments (also known as cash).

This is called “asset allocation,” and it’s what you do when you spread your money across these asset classes in a way that makes sense for you.

Fortunately, UC helps make it easier with the "Determining Your Investment Mix" asset allocation worksheet. In just 10 minutes, you can determine your investor type and see sample portfolios that may suit that investor type.

Of course, asset allocation neither ensures a profit nor guarantees against a loss. But it can help you get ready for tomorrow while sleeping more soundly tonight.

 

 

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