Baby steps in Asset Allocation for a Value Investor

Fundamentals 05: Basics on how to allocate your net worth to several asset classes from a value investor's perspective. The article was first published on 29 Nov 2020. I have since updated it so that there is a clear “how-to” section as part of section 1. Revision date: 14 Feb 2021 "You should have a strategic asset allocation mix that assumes that you don't know what the future is going to hold." Ray Dalio