Sentences with phrase «asset allocation as»

Systematic Transfer Plan — STP offers two options to help manage your asset allocation as per your needs:

Policyholder can modify the existing asset allocation as per the changing risk appetite or to take advantage of the fluctuating markets.

We believe they can be sizeable in terms of share buybacks and proper asset allocation as well, so financials would be a third sector that we like.

Some investors who have not maintained their asset allocation as stocks have moved higher may be invested more aggressively than they should be right now.

The gradual re-organizing of your asset allocation as you age is called «rebalancing.»

Although I consider my asset allocation as diversified, I use healthcare, biotech and technology as my less volatile portion of my portfolio.

Meanwhile, market timing provides comparable risks and the same average asset allocation as a 50/50 fixed allocation strategy, but with much higher returns.

A rebalancing strategy seeks to minimize relative risk by aligning the portfolio to a target asset allocation as the portfolio's asset allocation changes.

Most people who have money invested in a range of assets are using asset allocation as an outcome rather than an objective.

The thread was launched to explore research by Wade Pfau (Associate Professor of Economics at the National Graduate Institute for Policy Studies in Tokyo, Japan) showing that Valuation - Informed Indexing beat Buy - and - Hold in 102 of the 110 rolling 30 - year time - periods now in the historical record and that long - term timing provides comparable risk and the same average asset allocation as a 50/50 fixed allocation strategy but with much higher returns.

I like target date funds because they take care of asset allocation as I grow older.

Asset allocation as a way of investing is an important part of a person's financial planning process that primarily concerns the very relationship of an investment portfolio's risk and return.

If markets are trending upward, it makes sense to implement a strategic asset allocation as soon as you can.

When we calculate your cost - savings we use the average internal expense for the average blooom user's asset allocation as a baseline comparison.

Those tests tend to support the effectiveness of momentum and tactical asset allocation as a portfolio strategy.

Rebalancing is the process of returning your portfolio to its target asset allocation as outlined in your investment plan.

We view asset allocation as the primary determinant of a portfolio's risk and return.

Few spend as much time worrying about their portfolio diversification and asset allocation as they do looking for winning investments.

By the time you start withdrawing funds though, cash plays a more important part of asset allocation as liquidity is more important at this stage.

The Fund attempts to achieve its objective by investing in a diversified portfolio of USAA mutual funds consistent with its current asset allocation as depicted in the lifestyle transition path.

My wife has a very similar asset allocation as me and has kept it fairly simple.

My wife has a very similar asset allocation as me and has kept it very simple.

The managers of lifecycle funds are responsible to adjust the fund's asset allocation as the fund moves close to the target date.

The Fund attempts to achieve its objective by investing in a diversified portfolio of USAA mutual funds in a manner consistent with its current asset allocation as depicted in the lifestyle transition path of approximately 35 % equity / alternative securities and 65 % fixed - income securities.

Change my asset allocation to say 80:20 debt: eq and stop SIP until market PE correction happens or Leave asset allocation as its and stop SIP or Leave asset allocation as its and continue SIP or

Even the SEC gets involved by defining asset allocation as «dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.»

But generally, I'd be inclined to base your timing decisions on asset allocation as opposed to speculation or emotion.

It can also be a good idea to take dividends in cash rather than reinvesting them, and then using that money to make a single purchase once per quarter, say, to bring the portfolio as close to the target asset allocation as possible.

This has led to some investors exploring risk - factor - based asset allocation as a potential new framework for portfolio construction, and looking at alternative beta strategies in an effort to rectify the «defects» of conventional market portfolios.»

In his bestselling book, David Swensen recommends the following asset allocation as the starting point for individual customization:

All this bodes good news and healthy gains for our portfolio, leaving us with our current asset allocation as follows:

I have talked in the past about the need to focus on asset allocation as one gets older, and how index funds are the low cost way to achieve asset diversification.

Hey DG, Good question: so for the asset allocation As of March 31, 2017.

However you decide to change your asset allocation as you age, re-balancing time is the ideal opportunity to put it into practice.

The general idea is to shift your asset allocation as you age.

They've become popular in the last few years, and they promise to mimic what a wealth adviser would do to a client's portfolio, by shifting the asset allocation as the client ages to less risky stuff.

I believe that once our earning years are over, we won't need to tinker with the asset allocation as much and we'll review it on a quarterly basis.

The BlackRock ® Diversified Income Portfolio is flexible in nature, meaning the investment managers have the ability to adjust or shift its asset allocation as market conditions change in order to find attractive income opportunities with an appropriate amount of risk.

I guess this is also relevant since it may shake up your asset allocation as well.

You may invest among as many of the following portfolios, objective - based or age - based asset allocations as you'd like, as long as your total allocation equals 100 %:

However some people are just putting it into their asset allocations as an alternative asset class to hedge against risk.

Not exact matches

- Taxes on depreciation and amortization related to the revaluation of assets as part of the allocation of the purchase price of businesses

* In the consolidated income statement, «Depreciation and amortization related to the revaluation of tangible and intangible assets as part of the purchase price allocation process» is now recognized in «Operating expenses».

Depreciation and amortization related to the revaluation of tangible and intangible assets as part of the allocation of the purchase price of businesses

The firstquarter 2018 figure included $ 4 million in net other expenses, mainly corresponding to restructuring expenses and $ 8 million in depreciation and amortization related to the revaluation of assets carried out as part of the Bostik and Den Braven purchase price allocation processes.

- Depreciation and amortization related to the revaluation of tangible and intangible assets as part of the allocation of the purchase price of businesses

Of which: Depreciation and amortization related to the revaluation of assets as part of the allocation of the purchase price of businesses

Sometimes known as «set it and forget it» investments, these diversified funds automatically adjust their asset allocation and risk exposure based on your age and retirement horizon.

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.