Asset Allocator By John Sweeney
Asset Allocator shows you the most efficient allocation for your portfolio or the
incremental risk you're taking with your particular allocation.
I f you have a portfolio of stocks and mutual funds, you've probably wondered if you should adjust the balance to
attempt to meet an investment goal. Asset Allocator (AA) is a product that helps you run your portfolio efficiently by
selecting combinations of assets to minimize portfolio variance and maximize returns.
With Asset Allocator, you can specify that a particular asset - say, the stock you got from your grandmother - must
be in the portfolio, and you can even assign it a minimum percentage. AA will work around that specification to
compute the most efficient allocation for the rest of your portfolio.