Sentences with phrase «allocation percentage makes»

What one stock allocation percentage makes sense both when the long - term return is likely going to be 15 percent real and when the long - term return is likely going to be a negative 1 percent real?

Not exact matches

Nearly the same percentage, 30 % compared with 31 %, said they would make no changes to their portfolio, while 25 % said they planned to change the allocations within their portfolio.

If that makes you sick to your stomach then you might be a more «conservative» investor so you pick a higher percentage of bonds in your asset allocation mix.

While making a notably larger investment in public education, the federal percentage of total school allocations still accounts for less than 10 percent of most state public school budgets, though that amount may vary from state to state.

Important decisions such as the allocation of precious intervention resources and the designation of a percentage of students as being at risk are made based on the results of a screening process (Davis et al., 2007).

One of the most important decisions investors will ever make is their asset allocation — the percentage of stocks, bonds, cash and other asset classes in their portfolio.

Then, if prices went up steadily for a time, that might cause your stock allocation to rise to 70 percent without your having done anything to make that happen (stocks can become a higher percentage of your portfolio just because they are worth more).

As time goes on, you may need to make rebalancing adjustments to maintain your asset allocation within the percentages and tolerances that you wish to maintain.

Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them.

Too many investors who claim to have fixed percentage allocations fail to rebalance at the exact times when it makes the most sense.

After those percentages are determined it is important to rebalance your portfolio on a regular basis to make sure your ideal asset allocation is retained.

Note that allocations themselves (percentages allotted to various classes) may vary and are based on decisions you can make and are comfortable with.

I provided an argument as to what allocation amount / percentage has been deemed «optimal» according to studies made on past data (but we know that historical data can only go so far), but each person makes their own decisions as to what they'd like to do with their portfolios.