Sentences with phrase «+ year investment horizon»

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.

Not exact matches

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

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

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.

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 %.

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

My investment horizon is for 10 + years.

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).

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.»

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.

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)

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