Sentences with phrase «aggressive with asset allocation»

Not exact matches

So even if you're saving for a long - term goal, if you're more risk - averse you may want to consider a more balanced portfolio with some fixed income investments, And regardless of your time horizon and risk tolerance, even if you're pursuing the most aggressive asset allocation models you may want to consider including a fixed income component to help reduce the overall volatility of your portfolio.

Guided by a disciplined approach to capital allocation and aggressive asset management, the Company partners with premium brands such as Marriott, Ritz - Carlton, Westin, Sheraton, W, St. Regis, Le Meridien, The Luxury Collection, Hyatt, Fairmont, Four Seasons, Hilton, Swissotel, ibis, Pullman, and Novotel in the operation of properties in over 50 major markets worldwide.

We based asset allocations on their ages, which ranged from one to 12, with the younger ones having more aggressive allocations.

At the outset, when the target date is many years away, each fund's asset allocation tends to be more aggressive, with a larger portion of the holdings in equities.

The barbell strategy is also increasingly used with reference to stock portfolios and asset allocation, with half the portfolio anchored in defensive, low - beta sectors or assets, and the other half in aggressive, high - beta sectors or assets.

«Since they've implemented a frequent savings strategy, they may find that an aggressive asset allocation, along with its higher risk, isn't necessary to meet their goals.»

On the other hand, the more aggressive the asset allocation, the higher the initial spending rate — with one caveat: As the equity percentage approaches 100 %, the return volatility will likely increase, and over shorter time horizons may actually increase the chance of prematurely running out of money.»

If your planned retirement date is far away (say 25 years) then the fund will have a more aggressive asset allocation with a higher proportion of stocks compared to bonds.

As a CFP with PWL Capital Inc., Shannon Dalziel comes across this situation often: money needed for short - term goals (less than three years) invested using an aggressive asset allocation.

When Lamm announced his impending retirement in 2001, the school had an aggressive allocation to risky assets, with 46 percent of its endowment in a category labeled «alternative investments,» primarily hedge funds, private equity, and similar risky investment vehicles — a risk that was partially balanced by keeping fully 42 percent of the portfolio in U.S. Treasuries.

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.