Create or edit an asset allocation plan
An asset
allocation plan can help you diversify your portfolio and balance
investment risk and return. You can periodically update your plan
to reflect your long-term financial goals.
To create or change an asset
allocation plan:
- Click Investing, click Investing
Tools, and then click Asset
Allocation.
- Follow the instructions on the screen.
Notes
- To personalize your target asset allocation after you've
created a plan, follow the steps above to view your asset
allocation plan. Then in the left pane, under Common
tasks, click Customize your asset
allocation.
- To add asset class information, follow the steps above to view
your asset allocation plan. In the left pane, click Current
vs. target, and then at the bottom of the page, look for
investments without asset class information. Click an investment,
select an asset class for the investment, and then click
OK.