Sentences with phrase «asset allocator models»

• Five asset allocator models made from the no - load variable annuity discussed on this page.

Every quarter (January, April, July, and October) the asset allocator models are automatically rebalanced (on the returns.xlsx spreadsheets), so in order to keep up and reap the benefits of asset allocation, you'll need to rebalance.

Not exact matches

The Claymore Investment website has a nifty asset allocator tool that lets investors construct model portfolios by mixing different asset classes and examine how they would have performed in the past.

Overview: William Bernstein (author of The Intelligent Asset Allocator) developed this model portfolio for people looking for a little more risk with potential higher returns than your average allocation.

Allows Inputting of Investment Assets Using the «Bucket Approach» (used by asset allocators and retirement planners that want to model scenarios like depleting non-qualified assets before tapping into qualified aAssets Using the «Bucket Approach» (used by asset allocators and retirement planners that want to model scenarios like depleting non-qualified assets before tapping into qualified aassets before tapping into qualified assetsassets)

The main reason we did that (even though they're all useless in predicting future performance) is because publishing the Fee - Based Moderate Model's alpha number on the model demo, and the asset allocator demo properly proves how well it usually outperfModel's alpha number on the model demo, and the asset allocator demo properly proves how well it usually outperfmodel demo, and the asset allocator demo properly proves how well it usually outperforms.

Step 2) Although we think you're going to get the best investment returns with the asset class weights that came with the allocator models, you can easily modify them.