SHARMEX, Inc.

Asset allocation provides the foundation
to manage portfolio risk and volatility

Asset allocation balances the risk versus reward ratio by adjusting the percentage of each asset in an investment portfolio according to risk tolerance, goals and timeline

An asset class is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations.

Asset Classes

ASSET CLASS
Examples
EQUITY
Stocks, Mutual Funds
FIXED INCOME
Treasury Bonds, Treasury Notes, Annuities, CDs
CASH EQUIVALENTS
Cash, Savings Accounts
REAL ESTATE
Personal Property, Commercial Real estate, REIT
DERIVATIVES
Futures, Commodities, Options