Sentences with phrase «allocation percentages going»

By applying our asset allocation percentages going into the crisis against these losses we can compute our personal portfolio's capital loss excluding dividends and interest.

Not exact matches

This money, which represents the second highest percentage of this year's capital allocations, will go towards technology upgrades and other physical plant improvements in public schools across The Bronx.

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.

If your regular contributions are a small percentage (say < 1 %) of your total portfolio, and your allocation is out of whack by say 10 % or more, you may want to go with option number 1.

If your current allocation is 60 % or 70 % it would be appropriate for you to decrease the percentage of stock but not going all to cash.

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.

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?

Percentage of LP portfolios currently invested in real estate, and planned allocations going forward