The Importance Of Asset Allocation From Babylonia To Modern Portfolio Theory [Forbes]
JP Morgan Chase & Co. (JPM)
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Source: Forbes
Asset allocation is simply the name given to the mix of investments that make up a given portfolio. Beyond just Apple vs Microsoft stock, asset allocation typically refers to broader asset classes like United States equity, foreign equity, United States bonds, foreign bonds, real estate, commodities, private equity, and hedge funds. Many firms break out large cap stocks and small cap stocks into different asset classes. Some break them out further by “value” vs “growth” style. The question of “Which asset classes should I use?” is answered in many ways, but generally includes between 5 and 10 separate asset classes or sources of market beta. Separate sources of beta are generally used in order to diversify portfolios to reduce the level of systemic risk within a portfolio. For example, a portfolio consisting of all large-cap U.S. stocks did very well in 2017 when the S&P 500 earned 22%, but did very poorly in 2008 when it lost 37%. Asset Clas
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JPM
News
- India Stands Out for Cheap Bonds as JPMorgan Index Date Nears [BNN Bloomberg (Canada)]BNN Bloomberg
- S&P 500 is at risk of crashing 44% — and selling early could pay off, says elite forecaster [Yahoo! Finance]Yahoo! Finance
- JPMorgan Chase is caught in U.S-Russia sanctions war after overseas court orders $440 million seized from bank [CNBC]CNBC
- 10 Investment Statistics Investors Need To Know [Forbes]Forbes
- S&P 500 Is Ripe for Further Gains, JPMorgan's Trading Desk Says [BNN Bloomberg (Canada)]BNN Bloomberg
JPM
Earnings
- 4/12/24 - Beat
JPM
Sec Filings
- 4/24/24 - Form FWP
- 4/24/24 - Form 424B2
- 4/24/24 - Form 424B2
- JPM's page on the SEC website