Sentences with phrase «depending on your asset allocation»

Be careful about comparing investment returns, because you might not be comparing apples to apples depending on your asset allocation, geographical composition, etc..

It might not feel good when you're only up 2 % on the year, but relative to the TSX (down 11 %), and the S&P 500 (flat), you did pretty well, depending on your asset allocation.

The answer to this question depends on that asset allocation that is right for you, your goals, your age and your appetite for risk.

As per research, close to 80 percent of the portfolio performance depends on asset allocation.

The weighted average fee of the ETFs in a standard portfolio is 0.2 %, and the weighted average fee of the ETFs in a socially responsible investing (SRI) portfolio is 0.25 % to 0.4 %, depending on your asset allocation.

Not exact matches

These different approaches offer a range of different services and different costs but, depending on the specific option, may provide professional asset allocation, investment management, and ongoing tax management.

Depending on your future needs and wants, you can determine the correct asset allocation and withdrawal rate that will give you the best chance of minimizing longevity risk.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

I can't advise you on asset allocation, so much depends on your age, expenses, etc, etc. but the ability to live just on income from investments gives you a strong position.

The one that you select will depend on various factors, including your target asset allocation and the kinds of returns you want to see.

But Albert Brenner, director of asset allocation strategy at People's United Wealth Management in Connecticut, expects it to hit 2 percent or more this year, depending on oil prices.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

Does optimal asset allocation, as measured by Sharpe ratio, depend on investment horizon?

The optimal asset allocation depends on the ability to take risk and your tolerance for risk.

The capital allocation to each of these asset classes is dialed up or down depending on the targeted risk level.

The exact allocation across the various income producing asset classes depends on many factors: size of portfolio, your age, your risk tolerance, your income goal, how long you can tie your money up for, etc..

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

A «traditional» asset allocation for a long - term retirement portfolio is to subtract your age from 100 or 120 (depending on your risk tolerance) and invest that percentage in stock funds.

In short, your asset allocation should depend on how much risk you're willing to take on any given investment.

Whether you're aware of it or not, when you started investing you performed something called «asset allocation» — you came up with a mix of equities and fixed income, depending on a number of factors, including when you'll need to access your money, and your tolerance for risk.

Your asset allocation should depend on factors such as your risk tolerance, age or time until the funds are needed, personal circumstances, and your goals.

They optimize asset classes and allocations depending on whether an account is taxable or tax advantaged.

When you invest with Wealthfront your diversified asset allocation will depend on the tax status of your account (taxable or tax deferred), and what is the most tax efficient method of investing for you.

The % allocation to safe assets depends on his chosen «risk tolerance».

The asset allocation that is right for you, however, depends on several personal factors, such as life and financial goals, and will change over time with different life events.

It kind of depends on your time horizon — think about it like asset allocation and stock and bond mixes as you get older.

Depending on your objectives, asset allocation, risk tolerance, and available capital, your investment time horizon may vary.

Asset allocation funds invest in different mixes of securities, which vary depending on the fund's goal.

Of course this depends on your chosen asset allocation.

Which fund (if any) is for you will largely depend on your current asset allocation and desired risk level.

The right asset allocation for you depends on a few key things: your comfort level with risk and how much time you have until retirement.

It depends on the package of services that they deliver — alpha, taxes, insurance, legal help, asset allocation (tsst... be wary of the efficient frontier.

In general STP is used to transfer from debt mutual funds to equity mutual funds or vice versa depending on market performance and asset allocation strategy.

I agree that everyone will have different portfolio asset allocations depending on individual circumstances.

If equity has gone over-weight in your portfolio compared to your Strategic Asset Allocation (which depends on age, investment horizon, liquidity requirement, etc.) we suggest not to withdraw.

For example a macro analysis of the stock market may result in a different asset allocation depending on your perceived risk vs. real risk analysis.

The optimal asset allocation depends on your time horizon and risk tolerance (ability and willingness to take financial risk).

In a risk - optimized framework however, the allocation to both equities and bonds depends on the relative risk associated with each asset class based on their relative volatilities at each rebalance date.

The asset allocation that works best for you at any given point in your life will depend largely on your time horizon and your ability to tolerate risk.

Asset mix depends on the person, but Wheaton has many 40 - something clients with 80 % -20 % allocations to stocks and bonds — and even has some who have gone all in on equities.

«So I think it's important to do your own analysis or hire someone to do it, because depending on your situation, the rule may not lead to your optimal asset allocation.»

Your asset allocation depends on YOUR needs and risk tolerance.

Asset allocation depends mainly on your investment objectives, and should take into consideration other factors, such as age and risk tolerance.

The following samples show you what could be done, although your actual allocation and asset classes will vary depending on your goals, timeline, and risk tolerance.

An appropriate asset allocation will largely depend on your goals, risk tolerance, and time horizon — factors you may want to review with your financial professional.

Another option is asset allocation funds offer varying exposure to stocks and bonds depending on how aggressive a portfolio you want.

The Comprehensive Asset Allocation software will do this, but it's not free (and integrating all of these programs together in the future will depend on how much users want (to pay for) it.

The right asset allocation for you depends on so many factors, there is no easy answer.

The asset allocation decision in retirement can be critical depending on your withdrawal rate and time horizon.

Portfolio Strategies Bear Market Strategies: Watch the Spending, Hold the Stocks The asset allocation decision in retirement can be critical depending on your withdrawal rate and time horizon.