Sentences with phrase «allocation strategy when»

The system uses a lot allocation strategy when selling securities to help reduce the amount owed on taxes... automatically.

Don't worry about getting this perfect, as your Rep more than likely had no clue how to use asset allocation strategies when they sold you AFs in the first place.

Not exact matches

A recent study finds many millennial investors are making a mistake when it comes to their allocation strategy — one that could cost them.

A recent study finds many millennial investors are making a mistake when it comes to their allocation strategy — one...

That being said, some investors may feel they are missing out on potential returns when stocks or bonds rise above their set allocation levels during bull markets and their strategy calls for paring them back by rebalancing.

Even when we are not instructed to make investment decisions on your behalf, we can provide guidance to help you develop an asset allocation strategy and investment guidelines.

Of course there will be times when equities like an S&P 500 index fund will strongly outperform the 50/50 allocation to the S&P and NEARX combo, but George and Karen's story is one example of how these two investment strategies have previously performed.

The strategy times the allocation of capital to equity ETFs or short - duration Treasury securities when investment opportunities are limited.

To test economic value of findings, we examine a Dynamic Weighted strategy that modifies a benchmark 60 % allocation to SPDR S&P 500 (SPY) and 40 % allocation to iShares Barclays 7 - 10 Year Treasuries (IEF), rebalanced weekly, to 80 % SPY when T - note condition the prior week is Below Lower and 40 % SPY when Above Upper.

Having an asset allocation strategy that you stick to will ensure that your investments will still be there for you when you arrive.

This is something to be aware of when determining your overall asset allocation strategy today.

As the figure below illustrates, minimum volatility strategies, particularly dividend growers, and broader world allocation strategies all outperform the S&P 500 in periods when the cyclically adjusted P / E ratio exceeds 28.

Of course, when selecting a strategy, it's important to consider your current asset allocation and your long term goals.

Lead the firm's Institutional Portfolio Management Team, which works with institutional clients and their consultants to provide insights and interpretation of the firm's portfolio strategies and investment philosophy, and coordinates with Investment Committees to ensure that we accommodate client - specific guidelines and consider existing portfolio allocations when implementing investment decisions

Most investors should follow a buy - and - hold strategy that maintains their set asset allocation, rebalancing when actual allocations depart substantially from their targets (although a modest dose of contrarianism can help sophisticated investors).

«• When shopping for a 529 plan, you should consider costs, investment options and asset - allocation strategies.

Do you have a recommendation or strategy with respect to allocation sizing within an individual's investment portfolio perhaps contrasting when one has ongoing cash inflows vs beyond?

To understand more about DAA, read the cover article we wrote when we introduced the strategy, Dynamic Asset Allocation: An Investing Strategy for the Risk -strategy, Dynamic Asset Allocation: An Investing Strategy for the Risk -Strategy for the Risk - Averse.

These factors should all be considered when outlining an asset allocation strategy.

The platform continuously monitors your portfolio, and re-balances only when you're asset allocations drift outside their target levels, or when a change in your life requires readjustment of your investment strategy.

Juicy Excerpt: In the days when we thought that the market was efficient, Buy - and - Hold strategies (staying at the same stock allocation at all times) made all the sense in the world.

When you have a planned asset allocation strategy that you stick to, you'll feel more comfortable weathering the inevitable stock market downturns.

Standard allocations to bonds have traditionally helped to lower crash risk, but incorporating the systematic global macro strategy would have gone even further; for example, when the S&P 500 was down 16.8 % in October 2008, a 60/40 portfolio would have reduced total portfolio loss to 11.0 %, but a portfolio holding 30 % in systematic global macro would have experienced only a 5.8 % loss in that month.

Still, the reality is that this is one of the big risks of strategies of going with high stock allocations at times of high valuations (when the risk of big price drops is greatest).

Of course, these are just general rules, and you should take your personal circumstances into account when developing your own asset allocation strategy.

However, each of our strategies does contain a cash allocation that the portfolio manager chooses, and they can utilize that cash when an attractive opportunity presents itself.

Have the discipline to both stick to your investment strategy when it's on track and the discipline to re-balance your asset allocation when it no longer meeting your goals.

When it comes to investing, both managed accounts and target funds essentially give you an asset allocation strategy — that is, they help you divvy up your assets between stocks and bonds in a way that seeks to strike an acceptable balance between risk and return.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

The tax code will decide how you use the different accounts, investments, and allocation when building your tax efficient strategy.

There is evidence suggesting that commodities have historically delivered equity - like returns while smoothing overall volatility — in other words the best of both worlds when it comes to asset allocation strategies.

If the planner is describing her investment strategy as implementing proper asset allocation and diversification, yet when you look at her portfolio it contains only technology stocks, will you really want to follow her advice?

In the days when we thought that the market was efficient, Buy - and - Hold strategies (staying at the same stock allocation at all times) made all the sense in the world.

Each asset incorporates a passive investment strategy, meaning the provider only changes the asset allocation when changes occur in the underlying index.

We have passed out of the micro realm of investing strategy (don't go with as high a stock allocation when prices are high as you do when they are low) to the macro realm of economics (don't cause businesses to fail and workers to lose their jobs by failing to pay attention to stock prices and by failing to encourage your friends and neighbors and co-workers to do the same).

We believe that altering allocations — even when using plain - vanilla index funds (which by the way are ultra low - cost and highly liquid)-- is a more powerful strategy than trying to understand business fundamentals of a few companies better than others.

TIAA Personal Portfolio will provide customers with asset allocation services and ongoing strategy research tailored to their goals, risk tolerance and investing preferences; rebalancing and daily account oversight; account summaries and detailed progress reports; and access to Personal Portfolio Consultants when more support is needed.

Economic crises and price crashes are the natural and inevitable result of strategies telling investors that it is not necessary for them to consider price when setting their allocations becoming popular.

Even if another maelstrom reoccurs, this will be yet another opportunity for investors to achieve dramatically inferior portfolio performance, when they do not have a well - defined long - term asset allocation and re-balancing strategy in place and when they do not have the will to implement it consistently over time.

Juicy Excerpt # 4: Rob Bennett in his podcast «RobCast # 137, Nine VII Portfolio Allocation Strategies,» indicates some preference for his high - medium - low strategy, which would be 60 % stocks in the baseline, but would switch to 30 % stocks when the PE10 ratio moves above 21, and would switch to 90 % stocks when the PE10 ratio moves below 12.

Several years ago when I made my first real attempts at managing my own assets the idea of a fixed asset allocation strategy made a lot of sense.

I use a tactical asset allocation strategy which invests more aggressively when valuations are bargains and more conservatively when valuations are high.

Our clients are more likely to build long - term financial security, when their substantial ongoing savings are invested according to an asset allocation strategy that is appropriate to their risk tolerance.

When allocations occur, an index segment for each respective index strategy is created.

Premium Re-direction facility is available to alter future premium allocation and it will apply to your subsequent premiums, when opted for a fixed portfolio strategy.