Sentences with phrase «based dynamic asset allocation»

In our ETF - based Dynamic Asset Allocation program, the portfolio remains very conservative.

Not exact matches

The basis for both dynamic withdrawals and dynamic asset allocation are well grounded in the historical data, and these methods survive out of sample testing.

However, because Dynamic Asset Allocation and Just - the - Basics utilize exchange - traded funds (ETFs), which are priced on a per - share basis, it's possible to use either of these strategies with a relatively small amount of money.

Instead, we utilize an adaptive methodology similar to William Sharpe's adaptive Asset Allocation style based on the understanding that market values and risks are dynamic.

This one dynamic actively - managed asset allocation model uses exactly the same shell (and investment strategy), but the difference is the asset class weights are subject to change monthly based on market timing forecasts.

There's only one dynamic asset allocation model, so there's not five risk tolerance categories as in the Fee - Based, No - load, and Load models.

In the November 2013 version of his paper entitled «Dynamic Asset Allocation Strategies Based on Unexpected Volatility», Valeriy Zakamulin investigates the ability of unexpected stock market volatility to predict future market returns.

By investing in dynamic asset - allocation funds, one gets to sidestep emotion based investments.