Sentences with phrase «moderately conservative portfolio»

Moderately Conservative Portfolio: To protect the principal value while adding a bit more risk.

For example, if you start with a moderately conservative portfolio, the value of the equity portion may increase significantly during the year, suddenly giving you an equity heavy portfolio.

A moderately conservative portfolio is ideal for those who wish to preserve a large portion of the portfolio's total value, but are willing to take on a higher amount of risk to get some inflation protection.

The Moderately Conservative portfolio still consists mostly of bonds, but incorporates more stocks into its allocation.

Moderately Conservative portfolios produce significant annual income yields - typically in the range of 3 % to 5 %.

Not exact matches

Acorns has 5 portfolios for investors to choose from: Conservative, Moderately Conservative, Moderate, Moderately Aggressive, and Aggressive.

To demonstrate the types of allocations that are suitable for these strategies, we'll look at samples of both a conservative and a moderately aggressive portfolio.

It is also important to note that, unlike the regular Acorns account, you will NOT be able to select a portfolio (Conservative, Moderately Conservative, Moderate, Moderately Aggressive, Aggressive).

For example, a novice advisor may give a moderately conservative investor a portfolio with way too much in equities because over some arbitrary time frame, the optimizer found a low - risk portfolio using several equity indices, and very little in bonds and cash.