Sentences with phrase «bond portion grows»

It will be a candidate for rebalancing if the stock or bond portion grows to 55 percent or falls to 45 percent.

Not exact matches

With the equity portion likely to grow over time and the bond portion comparatively static, this means such investors become much more exposed to equities as they get older.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

Ideally, you should commit only a portion of your retirement savings to an annuity and keep the rest in other types of investments, such as stocks and bonds that can grow over time and protect you from inflation.

If then you pull the government's stocks out and make them all your stocks, while replacing the government's share of the portfolio with all bonds, then your tax bill on withdrawal will be lower (the government's portion will grow less), but your money in the portfolio will be riskier.