<topic sku="dlxbiz" tNum="289155" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Create an asset allocation plan</title><category fLocale="cdn">general</category><klink type="prcdr">How do I create an asset allocation plan?</klink></index>
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<tease>Why?</tease>
<reveal>
<p>An asset allocation plan can help you diversify your portfolio and balance investment risk and return. You should periodically update your plan to reflect your long-term financial goals.</p>
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<ol>
<li>On the <emph>Investing</emph> menu, click <emph>Asset Allocation</emph>.</li>
<li>On the bottom of the <emph>Compare current and target asset allocations</emph> page, look for investments without asset class information. Click an investment to assign an asset class to it so that it can be included in your asset allocation.</li>
<li>Click <emph>Next</emph>, and then follow the instructions on the screen.</li>
<p>If you want to personalize your target asset allocation later, click <emph>Asset Allocation</emph> on the <emph>Investing</emph> menu. Then, in the left pane, click <emph>Customize your asset allocation</emph>.</p>
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<p variant="note">When you finish reallocating assets in your plan, you still need to actually make the changes with your broker and enter the investment transactions in your investment accounts.</p>
