Sentences with phrase «basic asset allocation strategy»

Protecting against short - term volatility is already built into a basic asset allocation strategy.

They use a basic asset allocation strategy to keep you invested towards your retirement goals.

The basic asset allocation strategy says to have your age as the percent of bonds in your portfolio.

Not exact matches

Two core SMI portfolio strategies (appropriate for managing your entire portfolio) are especially well suited for small portfolios: Just - the - Basics and Dynamic Asset Allocation.

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.

Additional Reading: Investment Portfolio Management Basics: Risk, Asset Allocation, & Investing Strategies

Being old fashioned, I gravitate to basics such as: — pay down all debt as quickly as is reasonably possible — broadly diversify across at least 5 asset classes — keep expenses low — its OK to have an advisor for their expertise in security selection but never give an advisor control over how your money is invested i.e. style, strategy, asset allocation — if you want to take a flyer on a hunch (and we all do at some point) take the funds out of your core investment account and create a «satelite» account