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2025 Agenda + All About Asset Allocation

Writer: Michael BrooksMichael Brooks

What does asset allocation even mean?

What asset classes do we use for clients at Perfetta?

Why would I want anything other than 100% stocks?


Michael Brooks takes a look at how Perfetta has constructed five asset allocation models and the importance of understanding and choosing the correct asset mix across your portfolios. He takes a look at different time periods over the last few decades and how asset diversification has compared vs US stocks.



 
 
 

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Investment advice offered through Perfetta Capital, LLC, a Georgia registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration.  Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product.  Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.  Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

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