ตัวช่วยจัดสรรสินทรัพย์

Asset allocation - how you split money across stocks, bonds, cash, and alternatives - explains the vast majority of portfolio variation. Studies suggest 80-90% of long-run return variation comes from allocation, not stock-picking. This wizard surveys your goals, horizon, and risk tolerance, then suggests a model portfolio plus a 10-year backtest.

ทุก Lab ตั้งอยู่บนพื้นฐานคณิตศาสตร์ตำรามาตรฐาน (Bodie / Kane / Marcus, Fabozzi, Tandelilin) Read the full methodology in the How It Works panel above.