Portfolio and Asset Allocation With Merrill Edge
Asset Allocation - Align Your Investments With Your Goals Open an Account

Asset allocation is an investment strategy used to help balance risk and reward by selecting investments across asset classes according to your goals, risk tolerance and investment horizon.

Asset allocation can help you ride out long-term market ups and downs, and help you balance your investment risk tolerance with your time horizon, financial situation, and goals.

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See how our Asset AllocatorTM tool can help you determine whether your portfolio is in line with your investment objectives.
Careful asset allocation can help you:
Prepare for market ups and downs - Asset allocation could help ride out market highs and lows, helping minimize the potential impact of market fluctuations.
Balance goals and risks - Balancing your financial goals with your appetite for risk can help you keep your financial strategy on track. Higher risk usually means more volatile returns. Lower risk usually delivers more conservative returns.
1Review
Check your portfolio regularly to make sure it matches your timeframes, risk tolerance and financial goals.
2Rebalance
If your portfolio is out of balance based upon your investment timeframe, risk tolerance and financial goals, consider making changes that better align with your goals.
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Find out why asset allocation is so important.
Learn about our products and solutions to help you pursue your investing goals.
3Monitor
Monitoring your portfolio regularly can help you make sure your investments are still aligned with your financial goals.
Watch and Learn - See how proper asset allocation can help you pursue your goals.
The Merrill Edge Solution
Access to Research
  • White papers, articles, webcasts and online tools to help you address your short-and long-term needs, and help make sure your investments are properly allocated.
  • A range of investment choices to help you pursue your goals, including our Merrill Edge Diversified PortfoliosTM.
Tools & Resources:
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1 Asset allocation, diversification and rebalancing do not assure a profit or protect against loss in declining markets.