Sentences with phrase «allocation most financial advisers»
For a more conservative portfolio of 65 % equity, (35 % bonds is about the «riskiest» allocation most financial advisers would suggest to clients, some go as far as 50 % in more conservative cases) the lowest and highest portfolio balance at the end was $ -301,852 to $ 4,921,485, with an average at the end of $ 1,543,147.
https://www.genyfinanceguy.com/ Not exact matches
It's ludicrous to see most US financial journalists, advisers etc. recommend an «adventurous» 20 - 30 % allocation to foreign markets / currencies when the US share of global GDP is limited to 25 %!).
Asset allocation The fixed - income portion of his portfolio is set at 30 per cent, equal to his age as most financial advisers would recommend.