Sentences with phrase «aggressive portfolio holdings»

Aggressive portfolios hold investments that are more volatile than value or blue chip investments.

This was part of the reason I changed my portfolio allocation from Moderate to Aggressive (the Aggressive portfolio holds the lowest percentage in government bonds).

Not exact matches

The latest issue gives you our full analysis, including clear buy / sell / hold advice, on 19 stocks that may be suitable for the part of your portfolio you devote to aggressive investing.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

In a moderately aggressive portfolio, put roughly 60 % into «core» holdings that you are content to hold on to through any volatile rough patches.

If you find that for whatever reason your portfolio is much more aggressive than you are, you need to scale it back — that is, sell off some of your stock holdings and reinvest the proceeds in bonds and / or cash.

Aggressive stocks expose you to a greater risk of loss, and that's why we recommend limiting your aggressive holdings to a small percentage of your overall Aggressive stocks expose you to a greater risk of loss, and that's why we recommend limiting your aggressive holdings to a small percentage of your overall aggressive holdings to a small percentage of your overall portfolio.

Ultimately of course, the percentage of your portfolio that should be held in either conservative or aggressive investments depends on your personal circumstances.

Ultimately, though, the percentage of your portfolio that you should hold in either conservative or aggressive investments depends on your personal circumstances and risk tolerance.

(In the latest issue of The Successful Investor, we've updated our buy / sell / hold advice on Linamar Corp., symbol LNR on Toronto, a stock we include in our Portfolio for Aggressive Growth.

The debt portfolio is distinctive; it tends to hold US dollar - denominated debt (a conservative move) but overweight frontier and smaller emerging markets (an aggressive one).

A «glass - half - full» optimist would argue that the portfolio has maintained a fairly aggressive level of withdrawals and is holding up well during the distribution stage.

We are not and continue to hold an aggressive portfolio of low - fee index funds (see our actual holdings).

Many investors may be surprised to find that they're holding a more aggressive portfolio than they think?

They range from the conservative Balanced Income Portfolio, which is 70 % bonds, to the aggressive Balanced Growth Portfolio, which holds 25 % in each of the four asset classes.

The portfolio has achieved this by investing over 90 % of the dividends received back into more shares of the companies held within the portfolio (along with some aggressive moves in down markets and disciplined actions as portfolio manager).

You can get our full analysis and clear buy / sell / hold advice on Russel and dozens of other stocks that may be appropriate for your aggressive portfolio in our Stock Pickers Digest newsletter.

If you add that future cash to the conservative investments you already hold, you will find your portfolio's split between stocks and more conservative investments is less aggressive than your current holdings suggest.

The dates in their names refer to your anticipated retirement dates as these funds start off more aggressive (more stocks) and end up holding a more conservative portfolio (more bonds) by the retirement date.

Whether you chose to be more aggressive and hold 120 minus your age in stocks, follow the more conservative recommendation of your age in bonds, or create your own interpretation of allocation, you should now have an idea of what your portfolio should look like at the end of your planning process.

The Vanguard STAR fund benchmark was also up 1.4 % in November matching our Aggressive portfolio exactly, however, in down markets we're generally falling less than this total portfolio fund, mostly because of our short positions and longer - duration bond holdings.

Ultimately, the percentage of your portfolio that you should hold in either conservative or aggressive investments depends on your personal circumstances and risk tolerance.

For example, more aggressive investors could consider holding as much as, say, 25 % to 30 % of their portfolios in Resources.

Also, the longer you can leave them alone, the more aggressive you can be with your investment portfolio asset allocation mix, which means you can hold more of the types of asset classes that beat taxes and inflation over time.

Our total investment portfolio is somewhere around 80 % equities / 20 % bond holdings but the JT brokerage is more aggressive with a 93 % equities / 7 % bonds mix.

One strategy, for example, could involve holding the majority of your money in a conservative Core portfolio, while placing a smaller amount in an aggressive Momentum portfolio.

This is an aggressive leverage amount that allows borrowers to unlock the aggregate equity they may hold across a portfolio.