Sentences with phrase «allocation than the example»

Not exact matches

For example, the largest U.S. pension, California Public Employees» Retirement System, is considering more than doubling its bond allocation to reduce risk and volatility as the bull market in stocks approaches nine years.

He cautions advisors to never say that a particular allocation will never comprise more than 20 % of a portfolio, for example.

For example, a portfolio that starts out with a 70 % equity and 30 % fixed - income allocation could, through an extended market rally, shift to an 80/20 allocation that exposes the portfolio to more risk than the investor can tolerate.

For example, greater «choice» in social housing allocations is determined much more by supply of housing than by housing allocations policies.

«For example,» suggested Dr. Choshen - Hillel, «We recommend that parents and educators encourage children, especially those who are seven years old or older, to make resource allocation decisions by themselves, rather than have the adults make these decisions.

[14] For example, an institution's FWS allocation could be based upon its enrollment of Pell - eligible students, rather than upon historical arrangements.

For example, a student from a low - income family could count for 30 percent more than a base per - pupil allocation, or a student with a disability could count for 100 percent more than the base allocation.

For example, a 2045 target - date fund is set up for someone planning to begin withdrawing money in 2045 and would currently have an asset allocation of more stocks than bonds.

I just discussed this topic over on the bogleheads forum... they said to decide your asset allocation first, then to choose the lowest cost funds available in your 401K to accomplish that goal, even if the only fund that will cover a particular sector of your asset allocation is more expensive (for example my international funds are all over.5 MER — but they said not to skip this category just because it was more expensive than I would like).

Due to the limitation of other indexes, which were excluded from this illustration due to their shorter time periods, the allocation represented may be more general than an actual recommended allocation (for example, it may exclude particular styles and subsets within equity and fixed income).

For example, a Morningstar X-Ray of the SMI Stock Upgrading holdings currently shows a 21 % allocation to international stocks rather than our 20 % target.

Check out «Stocks for the Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 100 %.

For example, these funds hold higher - than - average allocations to the health care and financial services sectors, which have seen rising growth over the past several years.

For example, a portfolio that starts out with a 70 % equity and 30 % fixed - income allocation could, through an extended market rally, shift to an 80/20 allocation that exposes the portfolio to more risk than the investor can tolerate.

For example, I don't invest in a target - date fund, but my portfolio is lower risk than a young person investing in say a Target Retirement 2030 fund, because my allocation to stocks is lower, due to my lower need to take risk to achieve my investment goals.

1) Start saving early by setting realistic goals 2) Ensure the asset allocation in your portfolio remains in sync with your level of risk aversion and overall investment objectives 3) Keep costs and taxes to a minimum by avoiding most high turnover actively managed mutual funds and opting for tax - deferred savings whenever possible (not only do their investments grow tax - sheltered but for most people their MTR at retirement would be lower than it is during their working years) 4) Balance your portfolio at least annually (some individuals may choose to do so semi-annually) 5) Hammer away at your debt first — for example, when it comes to contributing to an RRSP or TFSA vs. paying down your mortgage, ideally you should do both.

The timing of portfolio rebalancing can be based on either a calendar date or a set target about the changing weights of the current asset allocation from those of the original mix (for example, if an asset class differs by more than 5 % of the original allocation).

For example, if due to strong performance, a planned 15 % weighting of international stocks in your portfolio grows to a 20 % weighting, you may suddenly be taking on significantly more risk by owning more international stocks than your original allocation called for.

For example, if there is a rally in Technology stocks the previous quarter, and the current month is a rebalancing month, then the percentage you're holding in the tech asset class will be more than recommended in the portfolio model allocation weighting.

For example, I can tell you that investors and advisors who have immigrated from the Far East have 2x to 3x the allocations to emerging markets than born and raised Canadians.

Increased weed and pest pressure associated with longer growing seasons and warmer winters will be an increasingly important challenge; there are already examples of earlier arrival and increased populations of some insect pests such as corn earworm.64 Furthermore, many of the most aggressive weeds, such as kudzu, benefit more than crop plants from higher atmospheric carbon dioxide, and become more resistant to herbicide control.72 Many weeds respond better than most cash crops to increasing carbon dioxide concentrations, particularly «invasive» weeds with the so - called C3 photosynthetic pathway, and with rapid and expansive growth patterns, including large allocations of below - ground biomass, such as roots.73 Research also suggests that glyphosate (for example, Roundup), the most widely - used herbicide in the United States, loses its efficacy on weeds grown at the increased carbon dioxide levels likely to occur in the coming decades.74 To date, all weed / crop competition studies where the photosynthetic pathway is the same for both species favor weed growth over crop growth as carbon dioxide is increased.72