Phrases with «original asset allocation»

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Sentences with «original asset allocation»

  • Maintain original asset allocation — Susan had decided that she wanted a 60/40 allocation — if she never rebalanced then it is possible that her allocation (and investment risk) could change from her intended levels. (abcsofinvesting.net)
  • You set initial targets and intermittently rebalance your portfolio as returns alter original asset allocation percentages or your targets change. (gobankingrates.com)
  • Let's say your original asset allocation was 90 % stocks and 10 % bonds and it was a great year for the equity market. (marriagekidsandmoney.com)
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