Sentences with phrase «allocation by»

Maintain proper asset allocation by reviewing and reevaluating the portfolio at least annually with your financial planner.
Effort was made to blind the independent assessors to treatment allocation by using separate offices in a different part of the hospital for the assessors and therapists, using separate administrative procedures, instructing patients to not reveal details of their care, data entry being carried out independently of the assessors, and using a multiple coding system for treatment groups.
Sustained sufficient on - hand inventory for weekly allocation by creating accurate purchase order reports for HQ to manufacture and transport products to distribution facilities.
Similar to the individual plans, each GB of data will be priced at $ 10 and in case you don't use the entire allocation by the said period, you will be refunded the balance.
Comprehensive forecasting / resourcing dashboards for reviewing work allocation by individual, practice group, office, etc..
The amendment cuts a nation's fish allocation by 50 percent, upon certification by the Secretary of Commerce that a nation has not lived up to the Act.
Another demonstration of poor capital allocation by management is its stock buyback history.
Make a more gradual change in your asset allocation by investing any new money in the underweighted categories or reinvesting distributions from your overweighted funds into your underweighted holdings.
The default portfolio rebalancing setting rebalances your portfolio in cases when an asset class diverges from the recommended portfolio allocation by greater than 15 %.
This is in contrast to passive management, which typically means just holding a constant mix of indices (although if you use more than one asset class, then you're using asset allocation by default).
If there is a market correction and equities take a beating, you can go for a tactical allocation by investing more in equities during such a period.
After 1 year she would rebalance each of the funds back to a 20/20/20 / 40 allocation by selling proceeds in funds above allocations and reinvesting those proceeds into funds under allocation.
I increased the TIPS allocation by 5 % and reduced the bond allocation by 5 %.
If you don't have the extra cash to rebalance your asset allocation by doing purchases into underrepresented asset classes, then you may have to consider selling your overweighted holdings in order to balance your allocation out.
This by itself makes asset allocation by age less relevant, at least until investors reach ages that are far beyond initial retirement ages.
Asset allocation by sector is an aspect of the dividend growth investing strategy that I've been meaning to discuss for some time now.
Asset Allocation by Age has experienced various amounts of popularity through different time periods.
Asset allocation by age is a flawed rule of thumb.
This is because the strategy involves achieving your target asset allocation by selling a portion of the assets that have risen in price and buying more of the assets that have fallen in price.
As a reminder, our Glide Path strategy reduces our investor's equity allocation by 1 % per year.
You can upload a portfolio asset allocation by selecting a file below.
I was believing that there could be a max limit of stock allocation by the company.
It breaks down your asset allocation by Canadian, U.S. and international stocks, bonds and more.
I started out with 100 % stocks and no bonds and then decreased the stock allocation by 5 % while increasing the bond allocation 5 % until I got to 100 % bonds.
Jordan: Here is my chance to respond to your statement regarding to William Bernstein's Advise in The Four Pillars of Investing to decrease the bond allocation by 5 % after a major decline of 25 % or more.
We review all portfolios continuously and single out client portfolios where asset classes are off the target allocation by a pre-determined amount.
The managers execute that allocation by investing in other Northern funds and ETFs.
NOTE: If you include High Yield, you should reduce your overall stock allocation by 5 % due to its equity - like risk.
Don't make the mistake of looking at your asset allocation by account.
You may eventually consider getting back to your target asset allocation by rebalancing — in other words, by selling some of the fixed income portion of your portfolio and buying more stocks.
Other parts of the dashboard on the homepage are your cash flow tracker, portfolio balances over the last 30 days, and your investment allocation by category.
Contrary to public perception, those managers did not actively manage their asset allocation by moving from one investment category to another based on market factors.
Morningstar dynamically adjusts the base allocation by applying a tactical momentum signal based on price trends over time in each underlying ETF.
The main thing I would suggest is that you make sure you stick with your allocation by rebalancing every year or so — depending on how far your portfolio deviates from your chosen allocation plan.
In our opinion, modifying the traditional 60/40 stock / bond allocation by including a 5 % -15 % exposure to managed futures offers the potential to offset the market impact of the coming regime change.
The three largest public sector pension plans have already increased their equity allocation by more than 5 percent since last spring.
Audi plans to increase its U.S. vehicle allocation by 3000 units, but it will take some time to import the vehicles into the country.
We urge the CCCCO to take advantage of this budget allocation by maintaining a commitment to high - quality face - to - face college programs, and by finding ways to directly support the local colleges that are carrying much of the burden of this new endeavor.
This proposed budget would reduce Bridgeport's ECS Allocation by $ 26,000,000, eliminate $ 5,000,000 in the Special Education Excess Cost Grant, and add $ 13,000,000 in Teacher Pension costs with a total reduction in our budget of $ 43,779,868.
Pharmacogenomic tests have the potential to improve resource allocation by improving targeting of treatments so that individuals at risk of having adverse responses to medications or not responding to medications can avoid them, thereby reducing healthcare costs.
As a project - driven organisation, the International Polar Foundation ensures that proceeds from partnerships are dedicated entirely to project work, tracking resource and cost allocation by program.
ALBANY - Chautauqua County Alcoholism and Substance Abuse Council has received a $ 100,000 grant as part of a federal funding allocation by New York State.
The $ 8.25 million capital renovations will be made possible with the $ 3 million allocation by Borough President Katz from her Fiscal Year 2017 discretionary capital funds, coupled with her commitment to allocate the remaining $ 5.25 million in Fiscal Year 2018.
Assembly Speaker Sheldon Silver says Assemblyman Micah Kellner, a Manhattan Democrat, will lose his Albany and district offices and staff allocation by month's end.
Assessing options and scenarios to proactively address potential significant additional budget reductions in 2011, including one of several options listed in the current Erie County Four Year Financial Plan to balance projected funding gaps that would reduce the Library's 2011 allocation by a further 10 % ($ 2.2 million); and
In 2015 financial year, Dan Botwe and Hon. Boafo were allocated GHC 280,000 as their MPs Common Fund, but as at December 2015, the duo have over spent their allocation by an additional GHC 400,000 bringing their total expenditure to over GHC740, 000 that year.
Deputy Mayor Stephen Goldsmith blamed the cuts squarely on skyrocketing pension costs, which have forced the city to up the pension allocation by a billion dollars to $ 8.3 billion in 2012.
We have determined the annualized payment to each hospital and seek to fund each hospital to their full annualized allocation by December 31.
The allocation by ESD is just one slice of taxpayer - covered legal payments related to Bharara's probe.
«This agreement, for an advance on the financial allocation by FIFA, aims to allow representatives at World Cups to have a harmonious preparation.
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