Sentences with phrase «making tactical allocations»

Not exact matches

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

Seeing signs of reflation at work, the GIC recently made some strategic and tactical adjustments to our asset allocation models.

This approach works well if you have a strong strategic asset allocation plan and you don't want to change that overall plan while you make your tactical moves.

Another tactical tool that allows investors to risk manage without having to make allocation bets is to employ sector rotation.

Bradley believes that active managers can add value by making tactical shifts in asset allocation — though not too often, and always within a fairly narrow range.

Juicy Excerpt: The problem is that the people who engage in tactical asset allocation are not clear on when allocation changes should be made or how large they should be on how they will know whether the changes will be successful or not.

Which is why the notion of increasing your odds for success by increasing the number of decisions you and / or your managers are making by adopting a tactical asset allocation approach is, in the end, counterintuitive.

In contrast, a tactical asset allocation decision to raise cash makes it possible to acquire shares of stock or bond ETFs at lower prices in the future.

Flexibility makes a tactical asset allocation strategy superior to a static or fixed asset allocation which would not allow an investor to make changes to there target asset allocation.

Would I make a tactical decision to lower the current allocation to stock even further?