[Verse 1] When you're planning for the future, got your goals in sight Need a roadmap for investing, gotta get it right That's your Investment Policy Statement, your guiding light Shows your risk tolerance and timeline, keeps your portfolio tight [Chorus] Strategic Asset Allocation, set your weights and hold them strong Stocks and bonds and real estate, where does each belong Policy weights for the long run, IPS will guide the way Diversify across the classes, that's how winners play [Verse 2] Start by looking at your objectives, what you want to gain Growth or income or preservation, through the sun and rain Then you set your target portions, percentages that stay Sixty stocks and forty bonds, or whatever fits your way [Chorus] Strategic Asset Allocation, set your weights and hold them strong Stocks and bonds and real estate, where does each belong Policy weights for the long run, IPS will guide the way Diversify across the classes, that's how winners play [Bridge] Don't chase every market movement, don't react to fear Stick to your strategic targets, year after year When one asset class grows larger, time to rebalance back Keep those policy weights steady, stay on the right track [Verse 3] Young investors might choose growth stocks, higher risk for more return Conservative folks near retirement, safer paths they'll learn Your strategic allocation reflects your personal needs Plant these policy weight foundations, watch your portfolio succeed [Chorus] Strategic Asset Allocation, set your weights and hold them strong Stocks and bonds and real estate, where does each belong Policy weights for the long run, IPS will guide the way Diversify across the classes, that's how winners play [Outro] Set your targets, stick with patience Strategic thinking wins the race Asset allocation basics Put your portfolio in place
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