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  • Blue Oak Wealth Management

Diversification v.s. Asset Allocation What’s the difference?

You’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying this phrase to your finances, the true meaning is the need for diversification. As for asset allocation, you also need to consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.


Blue Oak Wealth Management

7110 N. Fresno St., Suite 200 Fresno, Ca 93720


Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. CA Insurance License #0K16770.


A diversified portfolio does not assure a profit or protect against loss in a declining market.


Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.


Cetera does not offer direct investments in commodities (such as gold or oil).

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