Sentences with phrase «current asset allocation back»

Portfolio rebalancing brings a portfolio's current asset allocation back to the original mix so that investments can be realigned to initial investment goals to maintain an appropriate risk level.

Not exact matches

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).

In simple terms bringing the asset allocation back to initial state or desired state from current state is called rebalancing.