Sentences with phrase «asset allocation programs do»

Not exact matches

Our asset allocation calculator has a very scaled - down way to calculate most of these numbers, but there's a very important reason why we chose not to do a full - blown programming endeavor in this area (re-invent the portfolio optimizer):

We often don't have the best 401k choices as our employers pick the program, but we can at least take advantage of the company match in a fund which complements our desired asset allocation, and has a low expense ratio (preferrably no more than 0.15 %).

Carlos Sera presents A Tale of Two Titans; Financial Tales posted at Financial Tales, saying, «Dollar Cost Averaging and Asset Allocation: A question that always comes up, regardless of age, is how do I allocate my money once I start a savings program?

Our asset allocation calculator has a very scaled - down way to calculate most of these stats, but there's a very important reason why we chose not to do a full - blown programming endeavor in this area (AKA re-inventing the portfolio optimizer):

Other than having a database of historic asset returns, an automatic way to download online investment account data into the asset allocation program (to self - input the current portfolio), making trades, and a having a built - in portfolio optimizer, this investment software does everything, and more, compared to other vendors.

The Comprehensive Asset Allocation software will do this, but it's not free (and integrating all of these programs together in the future will depend on how much users want (to pay for) it.