Sentences with phrase «asset allocation recommendations based»

Not exact matches

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

Finally, I ran my investments through Personal Capital's Investment Checkup feature to see how I was doing and also analyze my current investment asset allocation compared to their recommendations based on my profile.

• Full - service brokerage services for stocks, bonds, & mutual funds • Asset Allocation Recommendation & Implementation • Lower cost than any full - service brokerage in Pocatello • Wrap or fee - based accounts or transaction based

While their investment recommendations vary to some degree, many of them use algorithms based on Modern portfolio theory (MPT) to aid in choosing diversified investments and asset allocation based on your risk tolerance.

This tool goes beyond just telling you what your asset allocation is, and actually gives you some recommendations about what changes you could make in your portfolio, based on questions you've answered in your account, and what your current holdings are.