A little distance.
A clearer view.

Dear reader,

The Allocation Letter is built around a small ambition: make one investment idea easier to understand, then leave you with a better question than the one you arrived with.

Overlapping magnifying glasses reveal the same company inside two groups of investments.

The Allocation Letter / Original editorial illustration

The planned reading rhythm is weekly. A considered essay, a worked example and a few useful pages from the original sources. No model portfolio to copy; the value is in understanding the structure.

The first letter: look inside.

Two funds can own the same company. The first sample follows that overlap through a simple calculation—and asks what it means to count your exposures.

Open “More funds. The same bet?” ↗

Settle in. The footnotes can wait until the second cup.

The Allocation Letter
An Interscope editorial concept.

READING REFERENCE

Investor.gov — Asset Allocation and Diversification ↗

General educational information, not personalized investment advice. Illustrative examples are hypothetical. Investing involves risk.

ABOUT THIS SAMPLE

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A little distance.A clearer view.

The first letter: look inside.

A little distance.
A clearer view.