Sentences with phrase «category of my asset allocation»

Not exact matches

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

In its simplest terms, asset allocation is the practice of dividing resources among different categories such as stocks, bonds, mutual funds, investment partnerships, real estate, cash equivalents and private equity.

To get started read the fund categories and asset allocation page of the LB Ratings user guide.

For an overview of the full process read the LB Ratings User Guide and the fund category / asset allocation guide.

An asset allocation represents the investor's choice of broad asset classes and the percentages distributed across the categories.

Consider these risks before investing: Our allocation of assets among permitted asset categories may hurt performance.

Portfolio allocation — Personal Capital creates a visual chart showing your investments by asset category and compares it to a suggested allocation based on a survey of your investment goals and risk tolerance.

Lowest Ulcer Moderate Allocation Funds generates a list of Mixed Asset Moderate Allocation funds that have incurred the lowest Ulcer Indices in their respective categories.

Asset allocation and re-balancing, methods of positioning assets among major investment categories, does not guarantee a profit or protection against a loss.

I just discussed this topic over on the bogleheads forum... they said to decide your asset allocation first, then to choose the lowest cost funds available in your 401K to accomplish that goal, even if the only fund that will cover a particular sector of your asset allocation is more expensive (for example my international funds are all over.5 MER — but they said not to skip this category just because it was more expensive than I would like).

The principles of a tactical asset allocation can be applied to asset categories, sub-categories, sectors, and individual investments.

Part of the asset allocation process is choosing the categories you will invest in.

The portfolio allocation for Mirae Asset Emerging Bluechip Fund in terms of equity fund type is such that 55 to 60 percent of the corpus is usually allocated to mid-caps (higher than average ratio for the category) with a 20 - 30 percent allocation in large caps.

We began by borrowing from our Dynamic Asset Allocation strategy the notion of applying momentum across risk categories rather than within them as we have always done in Upgrading.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

For those investors invested in dynamic asset - allocation funds, especially balanced advantage category of funds, the impact has been minimal.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

Your asset allocation, how you divide your portfolio among different asset categories, will be the biggest determinant of your investment returns.

«Adviser believes that the appropriate allocation of assets across diverse investment categories (e.g. stock vs. bond, foreign vs. domestic) is the primary determinant of portfolio returns and critical in the long - term success of one's financial objectives; therefore, Adviser advocates the use of passive, low - cost, broad - market index investments.»

You'll need to either sell some of your stock investments or purchase investments from an under - weighted asset category in order to reestablish your original asset allocation mix.

If any of these investments are out of alignment with your investment goals, you'll need to make changes to bring them back to their original allocation within the asset category.

1 Asset allocation is a method of diversification that positions assets among major investment categories.

If so, the resulting asset allocation would only use two of the six asset categories we recommend.

In Table 1, the performance statistics of life cycle funds are given with the funds grouped in categories by fund asset allocation approach — active, fixed allocation, and transition.

These retirement models are «dynamic,» because all you d do is input the year you plan to retire, choose one of the five Investment Risk Tolerance Categories, other life factors, and the asset allocation mix comprised of the current mutual fund picks changes.

Asset allocation is the practice of dividing your investment portfolio among various asset categories such as stocks, bonds, real estate, currencies, natural resources and Asset allocation is the practice of dividing your investment portfolio among various asset categories such as stocks, bonds, real estate, currencies, natural resources and asset categories such as stocks, bonds, real estate, currencies, natural resources and more.

When Lamm announced his impending retirement in 2001, the school had an aggressive allocation to risky assets, with 46 percent of its endowment in a category labeled «alternative investments,» primarily hedge funds, private equity, and similar risky investment vehicles — a risk that was partially balanced by keeping fully 42 percent of the portfolio in U.S. Treasuries.

Again, take the above example; if asset A is up 50 % and asset category B has declined 50 %; an investor may choose to move his target asset allocation (weighting) to reflect the relative risk and potential of each asset.

In the moderate allocation category, childcare schemes such as HDFC Children's Gift Investment, LIC Nomura MF Children, Templeton India Children Gift Growth and UTI Children's Career Balanced function on the lines of balanced funds and have close to 60 % of asset allocation to equities.This category has offered average returns of 12.4 % in 10 years.