GLOSSARY

Asset allocation

IN PLAIN ENGLISH

How your money splits between kinds of asset — shares, bonds, cash, property and others.

WHERE YOU MEET IT

The Total Assets widget shows the split between your holdings, cash, crypto and anything else you add.

WATCH OUT FOR

Total Assets counts a fund as one holding. Slice a Pie Chart of your stock portfolio by sector to see a fund's bonds and cash.

EXPLAINED IN

Asset allocation: the decision that does most of the work

Educational content only. It is not personal financial advice.