If left unchecked, an investment portfolio will drift from the targeted asset allocation and may become misaligned with the investor’s original risk and return preferences.

Authors

• Person: Not available Organization: Journal of Financial Planning
  An Exploratory Study of the Wealthy's Investment Beliefs ...

Sources

• An Exploratory Study of the Wealthy's Investment Beliefs ... www.financialplanningassociation.org Journal of Financial Planning via serper

Referenced by nodes (1)

• investment portfolio concept