When an organization offers shares to the public for the first time, it is known as an IPO, or initial public offering. After the offering closes, the allocation process begins. The share allotment ...
An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...
・By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long investment horizons. ・The basic building blocks of asset allocation are ...
The article introduces a dynamic ETF allocation model using the CAPE-MA35 ratio—the Shiller CAPE divided by its 35-year moving average—to identify market phases and adjust portfolio exposure. The ...