Sentences with phrase «allocation change i.e.»

Answering your more general question, what do I think of this particular Price / Earnings based ratio as a way to signal asset allocation change i.e. Valuation Informed Investing?

Not exact matches

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

Considering the market trends, any prudent fund managers can change the asset allocation i.e. he can invest higher or lower percentage of the fund in equity or debt instruments compared to what is disclosed in the SID.

These funds change the allocation over time, becoming more conservative (i.e. less equity, more bonds) to reduce the risk of an investor losing a large percentage of their net worth just before needing to start withdrawing money from the fund.

1) Do you regularly look at changes in country / region market capitalization and adjust your geographic asset allocations (i.e., do they change enough to warrant annually updates?

Recent evidence suggests that the Federal Reserve's monetary policy stance, as gauged by changes in its policy stance (i.e., an increased or decreased target for the federal funds rate), provides useful information that can be effectively used to improve the allocation decision.