Back to Understanding Risk & Volatility
Checkpoint 4 of 4

Managing Portfolio Risk

3 min

You can't eliminate risk, but you can manage it intelligently. Diversification, asset allocation, and rebalancing are your primary tools.

Diversification

Don't put all your eggs in one basket. Own different asset classes (stocks, bonds, real estate), different sectors (tech, healthcare, finance), and different regions (US, international). When one zigs, another zags, smoothing overall returns.

Asset Allocation

Your mix of stocks, bonds, and other assets determines most of your portfolio's risk and return. A simple rule: subtract your age from 110 to get your stock percentage. At 30, that's 80% stocks, 20% bonds. Adjust based on your personal tolerance.

Aggressive (90/10)

  • Higher long-term returns
  • More volatility
  • Best for young investors

Moderate (60/40)

  • Balanced approach
  • Moderate volatility
  • Classic retirement allocation

Conservative (30/70)

  • Lower returns
  • More stability
  • Near retirement or low tolerance

Rebalancing

Over time, your allocation drifts as assets perform differently. If stocks surge, you might go from 70/30 to 80/20. Rebalancing sells winners and buys losers to restore your target. It's systematic "buy low, sell high."

Key Takeaways
  • Diversification reduces risk without sacrificing expected returns
  • Asset allocation (stock/bond mix) is your primary risk control
  • Rebalancing maintains your target risk level over time
Knowledge Check

Answer these questions to complete the checkpoint and unlock the next one.

1. What is the main purpose of rebalancing a portfolio?