Home / Courses

Create Your Ideal Asset Allocation

Plan out what funds you'll invest in and in which accounts for maximized diversification and tax-efficiency.

Intermediate Difficulty

1-2 hours Duration

Join Minafi for free to start

What to Expect From This Course

Plan out what funds you'll invest in and in which accounts for maximized diversification and tax-efficiency.

This course consists of:

  • 5 Articles (about 1 hour)
  • 1 Activity (about 1 hour)

You can complete it in about 1-2 hours, or you can spend an hour a week for 2 weeks.

About the Author

By Adam

Hi, I'm Adam! I help millennials invest to reach financial independence sooner than they ever thought possible. Want to see what you could do to reach FI sooner? You're in the right place!

About This Course

It’s time to put everything together! Your asset allocation is your plan for what you’ll invest in and in what proportions. It’s usually shown as a pie chart indicating how much you’ll invest in each fund that makes up your portfolio.

In this course, we’ll be looking at what an ideal asset allocation could be based on your situation. We’ll do this by looking at modern portfolio theory, some of the most popular asset allocations out there today and some studies done that show the sweet spot between stocks and bonds.