Sentences with phrase «allocated given their risk»

Financial planning software, or even simple Excel spreadsheets, can be used to determine if the client has enough money saved for retirement, or if the client has enough life insurance coverage, if the client's portfolio is well diversified and appropriately allocated given their risk tolerance and timeline to retirement.

Not exact matches

If I can achieve a 8 % annual return with relatively low risk, I am allocating as much capital as possible to such an investment given our low interest rate environment.

The main goal of allocating your assets is to minimize risk given a certain expected level of return.

To help mitigate SoR risk, particularly given that no one can foretell the timing of adverse market events, it would be prudent to allocate a few years» worth of spending needs in non-volatile accounts, specifically earmarked for the first few years in one's retirement, in order to avoid SoR risk.

The main goal of allocating assets is to minimize risk given an expected level of return.

Finding a caretaker and allocating a reasonable amount of money to them in case of you die or become incapacitated at an early age will minimize the risk of the pet becoming abandoned or given to a shelter, Di Vito said, adding that a pet can not be named as a direct beneficiary in a will.

The percentages allocated to each investment category at any given time depend on individual investor needs and preferences including investment goals, risk tolerance, market outlook, and how much money there is to invest.

Looking at how a fund is allocated to these asset classes will give you an idea of how much risk it takes.

Our assets are allocated based on the manager's assessment of value across countries and sectors given changing market, political and economic conditions, as well as an in - depth evaluation of interest rates, exchange rates and credit risks.

Longer - term investors are in a position to allocate a larger portion of their portfolio to higher - risk investments like stocks than shorter - term investors because a longer time horizon is associated with lower volatilityVolatility The rate at which the price of a security increases or decreases for a given set of returns.

how much of the portfolio to allocate to any given stock — intelligent position sizes maximize your profits and minimize your portfolio risks

As stated in Briggs and Rees Civil Jurisdiction and Judgments (2005) 4th edition at paras 2.02 to 2.07 & 2.105: (i) The fundamental rule was that if a case fell within the Brussels Regulation, the Regulation alone allocated jurisdiction over the defendant; (ii) There were three overriding principles of interpretation: (i) the wording of the regulation should so far as possible be given a meaning which was common and uniform across the various member states; (ii) provisions which allowed a defendant to be sued against his will in a member state other than his domicile were to be construed narrowly; (iii) the risk of inconsistent decisions should be kept to a minimum.

The investment strategies offered by it (especially the STP like auto - transfer strategy) give you a set of great options to reduce your risk and allocate your money.