Sentences with phrase «current asset allocation rebalancing»

Visual: Pie chart of portfolio's current asset allocation rebalancing itself to the target asset allocation.

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.

For someone like myself who has different investment accounts and different types of investments it's a bit of work to figure out what the current asset allocation is and then rebalance it all.

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.

The timing of portfolio rebalancing can be based on either a calendar date or a set target about the changing weights of the current asset allocation from those of the original mix (for example, if an asset class differs by more than 5 % of the original allocation).

For example, if there is a rally in Technology stocks the previous quarter, and the current month is a rebalancing month, then the percentage you're holding in the tech asset class will be more than recommended in the portfolio model allocation weighting.