Sentences with phrase «+ year horizon»

Not exact matches

While an aggressive type portfolio will naturally fluctuate over time and has more «volatility,» this is nothing to get scared about because you are saving this money for the long term and over a 10 + year investing horizon you are going to make more money investing in stocks than in bonds.

From Jim Jubak of MSN Money, we get an article detailing 5 blue chip dividend stocks he thinks long term investors (10 Years + time horizon) will do well by dollar cost averaging in now and reinvesting dividends.

This isn't a problem for investors with long time horizons (say 10 + years to retirement) or large enough portfolios to live entirely off dividends, but if your portfolio is small and you need to periodically sell shares to fund living expenses (such as with the 4 % rule), then this short to medium - term risk is something to be aware of as you think about portfolio diversification.

I have horizon of 10 + years.

I am in a private job and considering a time horizon of 15 - 20 years to retirement, i would like to invest more 5 - 7k / month for my child future and which gives me a corpus of nearly 1 CR +

For 5 years investment horizon: You may consider a balanced fund + MIP aggressive plan.

But our horizon was 25 + years at that time, so we didn't lose too much sleep over it (we haven't sold or gone to cash, either).

Let's consider someone with a 10 + year time horizon (a common situation for many people saving for goals such as retirement or college tuition for their children).

Investments in stocks should ideally be made with a time horizon of 5 + years, with a minimum of 3.

As you can imagine, retirement expenses will not be a flat $ 60,000 over our potential 50 + year retirement horizon.

I don't know how that could not be the case for early retirees in particular, like ourselves, who are looking at a potential 50 + year retirement horizon.

Any suggestions on how to plan for a 50 + year retirement horizon?

However, if you investment horizon in 7 — 10 years, do invest in Mid / Small cap + Large Cap to build up for wealth creation.

If your investment horizon is 10 + years, you may consider ICICI Pru value discovery & Franklin Smaller companies funds / HDFC Mid-cap opportunities fund.

My investment horizon 10 + years.

Dear Shreekanth My time horizon is 8 + years and investing in Tata and HDFC balanced fund 4K each I checked overlap from the link given in your article in Fandoo it is 18 %.

Passive approach wins over longer time horizons (10, 15, or 20 + years).

Dear Siddharth, If you do not need this money for next 5 years and have a horizon of 5 years, then combination of a balanced fund equity oriented + an MIP fund makes sense.

Hi Sir, Thanks for giving these helpful details, I have prepared a folio for long horizon (5 + years), can u please suggest t if this is fine.

Shall I ignore this for now as my investment horizon is 3 years +?

1 — If your investment horizon is 10 + years, you may allocate more monies to mid-cap fund say around 40 %.

3 to 5 years horizon: You may invest 75 % of amount in a balanced fund + 25 % in Long term debt fund (or) MIP.

If your investment horizon is 3 years and can afford to take high risk, you may consider investing in balance fund + aggressive MF MIPs.

> 10 year horizon: invested funds + one balanced fund.

This is my current SIP portfolio and my invest horizon is 10 + years.

My investment horizon is for 10 + years.

Both Bengen and Blanchett's research suggests the optimal equity exposure for a 30 - year time horizon is approximately 50 % -60 %, a time horizon stretched to 40 + years merits a slightly more aggressive 60 % -65 % equity exposure — Michael Kitces

below is the SIP breakdown for the Rs. 10,000 / - I invest each month (I have constructed my portfolio considering factors like inception date of the fund, reputation, performance, risk - reward ratio, investment horizon 20 + years, diversification, tax benefits, overlap, industry concentration, downside protection, upside capture etc).

Hello Sir, Can you please suggest your preference for this Small & Mid cap in priority order list for 10 year + invest horizon.

Dear deepak, < 5 year horizon: You may consider investing in a balanced fund + large cap fund.

Butler Philbrick Gordillo and Associates» argue in Valuation Based Equity Market Forecasts — Q1 2013 Update that «there is substantial value in applying simple statistical models to discover average estimates of what the future may hold over meaningful investment horizons (10 + years), while acknowledging the wide range of possibilities that exist around these averages.»

Dear Debashish, If you are new investor, suggest you to consider MIP aggressive fund for 3 — 5 year horizon and an equity oriented balanced fund for 5 + years.

I am a first time investor and have to invest 20 Lakh amount with a time horizon of 10 + Years.

I arrived at this option since my investment horizon is 15 + years.

Dear Sayak, As you have been in the market for less than a year, kindly do nt worry too much about the negative returns, as your investment horizon is 10 + years.

Although this seems like a long shot, my investment horizon is 30 years + so who knows what happens and besides it helps me sleep at night.

Ultimately, having a pure factor exposure may be ideal in an academic setting with a 70 + year investment horizon, but on the practical level where we operate, the best outcome is likely realized by utilizing more robust indices and combining them in an intelligent way.

PLZ NOTE = I try to PLAY SAFE and EXPECT HIGH RETURNS (which everyone wants lol) Example = I have 10k to invest / save (total investment amount)(horizon 10 + years or when goal is achieved, if I have reached to my amount, I will change my plan)

My horizon is 10 + years.

+ read full definition bonds carry little risk for an investor whose time horizon is short, for example, a person saving for a vacation in 2 years.

There is too much competition at the short time horizons of the market, and not so much over 3 + year periods.

As noted in the blog earlier this week, the difference between a 40 - year time horizon and a 20 - year time horizon is a 5 % + safe withdrawal rate versus a less - than - 4 % withdrawal rate.

From the 100 + year old historic Lighthouse, one can view the Pacific Oceans wild waves, stunning sunsets, and even catch a glimpse of the spray from whales on the horizon or maybe witness bald eagles in all their soaring glory.

As an example of the possible extreme change in radiative forcing in a 50 - year time horizon for Isaken et al (2011)'s 4 x CH4 (i.e. quadrupling the current atmospheric methane burden) case of additional emission of 0.80 GtCH4 / yr is 2.2 Wm - 2, and as the radiative forcing for the current methane emissions of 0.54 GtCH4 / yr is 0.48 Wm - 2, this give an updated GWP for methane, assuming the occurrence of Isaksen et al's 4 x CH4 case in 2040, would be: 33 (per Shindell et al 2009, note that AR5 gives a value of 34) times (2.2 / [0.8 + 0.48]-RRB- divided by (0.54 / 0.48) = 50.

Diffusive + ebullitive methane (top), carbon dioxide (middle), and nitrous oxide (bottom) emissions from reservoirs on a CO2 - equivalent basis (100 - year horizon).

Of course, the bond interest might not quite be enough to cover the traditional LTC premiums right now (and therefore deplete principal slightly), but it will be more than enough once rates rise, which again seems like a reasonable «bet» for someone who still has a 10 - 20 + year time horizon for long - term care and retirement needs (and over that time horizon, the client could have generated an amount equal to the hybrid life / LTC death benefit just with normal growth!).

If your investment horizon is 10 + years and one of your investment objectives is tax saving, you can definitely consider investing in ELSS fund.

As Market Slides, Crypto Hedge Funds Go Down With It: With 9 hedge funds forced to shutter services already this year, the world's remaining 250 + cryptocurrencies could see trouble on the horizon.

Having served for 6 + years in an educational setting, I now wish to broaden my horizons and apply my acquired fundraising and management skills in a healthcare setting such as yours.

In comparison, someone with a 20 + year retirement horizon can look for properties with more of a balance of risk - and - reward.