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ASSET CLASSES

Asset Classes

  • Yes, you can invest in more than just stocks

  • The four main classes are equities, derivatives, fixed income, and alternatives

  • Classification can differ with the source - there is no true breakdown

  • Grey area exists between classes,  to find out where read more below

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Why Should I Care?​

  • Different Asset Classes carry different risk profiles

  • Some Asset Classes perform better than others depending on the economic cycle and market conditions

  • The best portfolio holds a range of Asset Classes

  • Assets of a class can be packaged to form new products

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DIVING DEEPER INTO ALT ASSETS
There are many more categories...

ALT

ASSETS

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Alternative Assets are described as everything but stocks, bonds, and cash

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DERIVATIVES

Derivatives are contracts between two parties to buy, sell, or exchange an underlying asset 

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FIXED INCOME

Fixed Income refers to securities that pay out fixed interest or dividends until maturity

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EQUITY

Equity measures how much ownership someone has over a company or asset

Product Types

Learn about the power of Exchange-Traded Funds (ETFs) and Mutual Funds (MF) and how they can impact your portfolio

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Account Types

Saving for the future? Learn how different account types such as Roth IRA and 401Ks will enable you to have more financial freedom

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