Sentences with phrase «comfortable with an asset allocation»

At the time, we were both working and we felt comfortable with an asset allocation of 65 % stocks and35 % bonds.

Financial planner Tony de Thomasis, of De Thomas Financial Corp., says the couple are moderate - risk investors and should be comfortable with an asset allocation of 75 % equities to 25 % bonds and cash.

In general, I am most comfortable with the asset allocation / diversified / hedging model (I engage in some timing and in more esoteric investments in a small portion of my portfolio just to get the extra kick) as a core approach though, to be more systematic about things.

Not exact matches

For investors who want a fund that maintains a target asset allocation that reflects the tolerance for risk with which they are comfortable.

Your objective in using asset allocation is to construct a portfolio that can provide you with the return on your investment you want without exposing you to more risk than you feel comfortable with.

In past market downturns, I've always maintained that an investor should stay the course, as long as she has a suitable asset allocation that she is comfortable with.

If When there's a market correction, we'll likely rebalance a bit back into equities, but as a conservative investor I'm comfortable with our overall Asset Allocation at this stage, especially given the current CAPE Ratio of 29.5 (then again, I suffer from The One More Year Syndrome).

Once you have an asset allocation that you're comfortable with, it's time to make sure you stick to it.

In terms of how this relates to asset allocation in retirement, if you are comfortable with any given 5 year period being slightly below breakeven on a worst case basis, you could consider having about 5 years» worth of expenses in more liquid and safe assets and have comfort that the rest of your portfolio in stocks will at least hold their value pretty well.

For investors who want a fund that maintains a target asset allocation that reflects the tolerance for risk with which they are comfortable.

If you'd like a set asset allocation based on the level of risk you're comfortable with, choose from a variety of traditional index or actively managed balanced funds.

And let's also assume you're comfortable with a balanced asset allocation of 50 % stocks and 50 % fixed income.

I've built a spreadsheet with the targeted asset allocations that I'm comfortable with, based on my research and personal opinion on the topic.

Rather, it's to help you arrive at an asset allocation strategy you'll be comfortable staying with over the long term, regardless of how the markets are faring at any given moment.

The goal of any asset allocation plan is to find a level of risk that you are comfortable with.