Sentences with phrase «allocations running up to»

Not exact matches

The rule follows the approach used by Benjamin Graham in his book The Intelligent Investor, whereby the allocation to equities is reduced after the stock market has run up a lot, and increased after the market has gone down a lot.

In this analysis, your equity allocation is trimmed in the run up to retirement as normal.

The market run - up has left investors as a group with an unusually high allocation to equities, at 57 percent.

To demonstrate the framework, Idzorek explains, the team first ran a hypothetical plan of 10 participants of different ages through Morningstar's managed account engine to come up with a recommended allocation to equitieTo demonstrate the framework, Idzorek explains, the team first ran a hypothetical plan of 10 participants of different ages through Morningstar's managed account engine to come up with a recommended allocation to equitieto come up with a recommended allocation to equitieto equities.

Reducing the stock allocation to 80 % during Bull Market run ups still allows you to withdraw 5.8 % (plus inflation).

Responding to letters that provide requested information; processing loans, surrenders, fund transfers and allocation changes for variable products; providing policy histories; running illustrations and following up with customers and / or agents with appropriate information