Sentences with phrase «aggressive portfolio now»
Mr. Padula's most aggressive portfolio now dedicates only 65 percent to stock index funds, down from 80 to 90 percent.
https://www.nytimes.com/ Not exact matches
It would not be surprising to see volatility land a few punches on the markets later this year, so now is not the time to get too aggressive with regards to portfolio allocations.
Now, as she gets ready to retire next year, she is pulling back on her more aggressive investments, focusing on stocks that pay dividends and diversifying her portfolio.
You could also cash out the cash value and invest it in something more aggressive; whole life insurance is an inherently conservative play, and because you have a long period of time before you need money for retirement, it may make more sense to take the income tax hit now and better utilize that money in a more aggressive investment portfolio.
Now the the manager can add more aggressive investments to the portfolio and still maintain the given amount of risk he is willing to accept.
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.
Your after - tax allocation is now effectively 76:24, a much more aggressive portfolio than the 60:40 you were intending to use.