Sentences with phrase «called as asset allocation»

It is also called as Asset Allocation and it is the first step to build any portfolio.

Not exact matches

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

Juicy Excerpt # 27: Wade, as you may be aware, John Bogle has mentioned what he calls tactical asset allocation in his book, Common sense on Mutual Funds (pg 66 - 67).

It's called Valuation - Informed Indexing Is Not the Same Thing As Tactical Asset Allocation.

The gradual re-organizing of your asset allocation as you age is called «rebalancing.»

The current «rule» of asset allocation calls for having about 5 % -10 % of your overall investment portfolio to be in «alternative investments» as a compliment to other assets such as stocks and bonds.

This is called rebalancing, and you're free to do it as often as you wish, as a lot of the great returns and low risk due to using asset allocation comes from this forced «selling high» and «buying low» process.

There is no calculation tool to tell you what you should be shooting for (which is why it's called asset distribution and not asset allocation), so just make it up as you go.

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