Sentences with phrase «moderate growth portfolio»

If you prefer an all - in - one choice with a mix of investments, consider one of our multi-fund individual portfolios — Income Portfolio, Conservative Growth Portfolio, Growth Portfolio, Moderate Growth Portfolio, Aggressive Growth Portfolio — that best aligns with your time horizon and risk tolerance.

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.

Not exact matches

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

The chart below shows that during certain historical crisis events, growth portfolios declined the most, income portfolios tended to decline the least, and growth and income portfolios experienced moderate declines.

Effective February 16, 2018, the Global Atlantic Wilshire Dynamic Moderate Growth Allocation Portfolio is closed to new and subsequent Premium Payments and transfers of Contract Value.

Since 1997 the stock portion of my portfolio (supposedly moderate growth) has averaged little more than 1 % / annum.

This portfolio is conservative because of the large portion of the shares in bonds, but it provides moderate growth and a hedge against market downturns.

Combine a high yielding portfolio with limited income growth with a fast growing moderate yield portfolio and you can easily push the continuing withdrawal rate above 5 % (plus inflation).

So for me, at a given moment in time, here is a portfolio that could work nicely for a moderate growth investor with $ 240,000.

I also follow CINF, and while I love their moderate tilt towards equities in their portfolio, their extremely slow dividend growth and sustained high payout ratio (unlike HGIC's current high payout ratio which is due to what should be short - term effects) are a problem.