Asset Class (Investments & Retirement) - Definition, Examples, Advice | Bolder Money

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Product 1:1 Coaching Our Coaches Our Story

Product 1:1 Coaching Our Coaches Our Story

Definition

A category of investments, such as stocks, bonds, or real estate, each with its own risk and return characteristics.

What to consider

Mix different asset types to spread out your risk.
Think about how each class fits your personal financial goals.
Reevaluate your allocation periodically as market conditions change.

Real world scenarios

During her financial planning session, Zoe diversified her portfolio by investing in various asset classes such as stocks, bonds, and real estate to manage risk.

Related terms

Investments & Retirement

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