Sentences with phrase «conservative portfolio still»

If going to a more conservative portfolio still leaves you with an 80 % - or - better chance of getting the income you need throughout retirement, fine.

The Moderately Conservative portfolio still consists mostly of bonds, but incorporates more stocks into its allocation.

Not exact matches

While the young worker's portfolio performance still modestly outpaced inflation, the more conservative retired investor experienced negative real returns on average for 16 consecutive years.

You can build a conservative portfolio of safe borrowers on Lending Club and still see returns of 7 % or higher.

«A conservative, but still well performing portfolio option is a distribution of 15 % US Large Cap stocks, 15 % US Small Cap stocks, 30 % international stocks, and 40 % US Treasuries.

Looking ahead, while we may increase the duration of the portfolio slightly, we still plan on maintaining a conservative duration posture.

Arguably a pretty conservative investment approach, the historical performance of the Coffeehouse portfolio has been strong over time — generating 5 % + over the past 10 years, but it still falls short when compared to investing in a total stock market index fund or S&P 500 fund that track those market indexes.

Even with a very conservative portfolio you can clear 5 - 6 %, which will still clear more than 3 % after taxes.

My asset allocation has some similarities to Morningstar's «conservative retirement saver» portfolio, which they gear «toward still - working individuals who expect to retire in 2020 or thereabouts.»

I expect their portfolio to do quite well while still being rather conservative.

This is why such a DGI portfolio, despite being 100 % stocks, is still seen as «conservative».

Even with a conservative 3.8 % withdrawal rate, the retiree's nest egg takes several years to recover from the 2009 loss — and although the S&P 500 recovers by 2013, the retiree's portfolio is still down 18.9 % from where it was 5 years earlier.

I still remember some of their picks for a conservative portfolio in the late nineties: JDS - Uniphase (JDSU), Yahoo (YHOO), Intel (INTC), Microsoft (MSFT) and Pfizer (PFE) etc..

We have found that by carefully defining and measuring risk, we can have 100 % equity portfolios for moderate risk clients and 80 % equity portfolios for conservative clients — and still remain within their risk tolerance.

Still, you don't want to get too conservative: «If a retirement portfolio is to last you to age 90, it should not be invested only in cash and GICs,» says Norm Rothery, a chartered financial analyst and founder of StingyInvestor.com.

If Rick can maintain a conservative average annual rate of return of 4 % on his $ 1.17 - million portfolio, he will be able to draw a net after - tax income of about $ 55,000 annually for life and still have close to $ 1 million in net worth at age 90 (including the value of his home).

1) It makes your portfolio more conservative because your growth estimates could be a little bit off and the investment will still work out.

I'm considerably more conservative than a lot of miles and points enthusiasts when it comes to how many credit cards I open and how often I churn my portfolio... but I still take a great deal of interest when there's a nice sign - up bonus on offer.

Usually most of the life insurance companies cash and reserves are held in a conservative portfolio of treasury securities, but they still earn a certain interest rate.