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Diversification made easy Target Date Portfolios Allocations & Holdings As of December 31, 2016Discover an easier way to invest for retirement. As you prepare for the future, one of the most important
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How to fill out diversification made easy

01
Start by reviewing your current investment portfolio and identifying the asset classes you already own.
02
Assess the risk level and diversification of your current portfolio.
03
Determine your investment goals and risk tolerance.
04
Research and identify different asset classes you would like to add to your portfolio for diversification.
05
Allocate a portion of your portfolio to each asset class based on your risk tolerance and goals.
06
Consider using low-cost index funds or ETFs to gain exposure to different asset classes.
07
Monitor your portfolio regularly and rebalance if necessary to maintain your desired asset allocation.
08
Stay disciplined and stick to your diversification strategy even during market fluctuations.

Who needs diversification made easy?

01
Beginner investors who are looking for a simple and structured approach to diversify their investment portfolio.
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Investors who rely heavily on a single asset class and want to reduce the risk of being overly exposed to market fluctuations.
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Individuals who have a long-term investment horizon and want to maximize their potential returns while minimizing risk.
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Investors who want to achieve a more balanced and diversified portfolio to protect against potential losses.
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Diversification made easy is a tool or strategy used to reduce risk by investing in a variety of assets.
Anyone who is managing an investment portfolio may be required to file diversification made easy.
Diversification made easy can be filled out by documenting the various assets in a portfolio and analyzing the distribution of investments.
The purpose of diversification made easy is to minimize risk by spreading investments across different types of assets.
Information such as the types of assets held, the percentages of the total portfolio each asset represents, and the overall investment strategy must be reported on diversification made easy.
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