Sentences with phrase «with dynamic asset allocation»

With dynamic asset allocation (which includes leverage and partial allocations), the greatest realistic advantage over long - term buy - and - hold increases to 4 % (with stocks and T - bills) or 5 % (with multiple asset classes).

Not exact matches

However, returns can be improved with a dynamic asset - allocation strategy that adjusts stock - and bond - fund holdings in a retirement account according to market climate.

Dynamic Asset Allocation (DAA) is also very easy and cost - effective to start with a small portfolio, although the commission costs incurred will be somewhat higher because DAA requires some trading throughout the year.

However, because Dynamic Asset Allocation and Just - the - Basics utilize exchange - traded funds (ETFs), which are priced on a per - share basis, it's possible to use either of these strategies with a relatively small amount of money.

With a globally diversified portfolio, Putnam Dynamic Asset Allocation Balanced Fund can benefit from many asset classes while avoiding market extrAsset Allocation Balanced Fund can benefit from many asset classes while avoiding market extrasset classes while avoiding market extremes.