Sentences with phrase «based moderate portfolio»

The table comparing our Fee - Based Moderate Portfolio Model to its proper benchmark index, the markets, an American Funds Model, is here on the main asset allocation tutorial page.

If you'd invested $ 10,000 in our Fee - Based Moderate Portfolio Model (and followed the directions), you'd have around $ 44,149.

Not exact matches

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

Each 529 savings plan offers its own range of investment options, which might include age - based strategies; conservative, moderate, and aggressive portfolios; or even a mix of funds from which you can build your own portfolio.

The first contribution was made January 2016 and I was very leery of investment losses so I selected the Moderate Growth Portfolio which is also a Conservative Age Based Option.

Based on the above method, a diversified portfolio of a moderate risk profile will have 60 % in Equities and 40 % in Debt.

Look at the historical returns of the no - load mutual fund models, the graphs on the demo, and the main asset allocation page and compare (the track record on the asset allocation page is for the Fee - Based Aggressive model (or the Fee - Based Moderate Model Portfolio when markets are down) but they're very similar to the no - load models).

The data table (that you can see on the main sheet) goes back to 1976 for them, so you can see how these markets have done compared to each other (and the custom reference asset, which is the actual Fee - Based Moderate Model Portfolio here (on the Portfolio Statistics sheet)-RRB-.

Our DIRECT PORTFOLIO Plan gives you three different options based on your risk tolerance — Conservative, Moderate, or Progressive.

You can see how well our Fee - Based Aggressive Model Portfolio (or the Fee - Based Moderate Model Portfolio when markets are down) has performed compared to its proper benchmark model, in just about every time frame, by looking at the table of historical returns here.

The Age - Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 4 or 5 portfolios of underlying mutual funds.

Schwab offers conservative, moderate and aggressive portfolios based on your investment goals and investment style.

All of the usual, and useless, portfolio statistics (Sharpe, Beta, Alpha, etc.) for the Moderate Fee - Based Model are maintained both on the far right sheets of the Comprehensive Asset Allocation software demo.

And in all but the most favorable valuation environments, retirees should consider more defensive bond allocations — i.e., bills as opposed to longer - term bonds — as even with valuation - based adjustments, stock / bond portfolios underperformed stock / bills portfolios from unfavorable and moderate starting valuations.

Just giving this one page (Moderate Fee - Based Model) will avoid all of the questions and confusion about why they're in that Model Portfolio and not the others.

The most Real World thing to do (when just on this page) is compare the Moderate or Aggressive Model (or the Fee - Based Moderate Model Portfolio when markets are down) with the S&P 500.

Should policy makers wish to diversify the RES - E portfolio, we find that a diversification mainly based on bioenergy and wind offshore is achievable at a moderate cost increase.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Take and prioritize service orders and handle each order in an efficient and timely manner Examine and diagnose problems with air conditioning and heating units for single family homes and perform any necessary maintenance or repairs Interact on a regular basis with Leasing Agents, Maintenance Manager, Portfolio Manager and residents Repair and replace any kitchen appliances that are property of Tricon; to include refrigerators, stoves, washers, dryers, dishwashers and microwaves Perform minor to moderate - level plumbing repairs, to include; toilets, sinks and bathtubs Repair and replace light fixtures, switches, outlets and perform other minor electrical work Repair locks and make other miscellaneous repairs on assigned properties Paint properties Prepare recently vacated properties for new tenants Perform other miscellaneous duties as assigned QUALIFICATIONS: Prior Maintenance experience required Prior customer service experience required Excellent verbal and written communication skills required Ability to work well using mobile office electronic tools and have basic accounting and math skills Knowledge of Yardi preferred Skilled in heating and air conditioning unit repair and maintenance Skilled in repair and maintenance of household appliances, plumbing, and lighting fixtures Ability to work on - call and overtime hours as needed REQUIREMENTS: High school diploma or GED 2 - 4 years of prior multi / single family experience Must have professional communication skills, both verbal and written Must be able to work in environmentally and physically challenging working conditions Must be able to lift objects weighing 50 lbs or more regularly Licensed driver with insured vehicle Have own hand tools