Sentences with phrase «desired asset mix»

The only trading they require comes from deposits, withdrawals and the occasional rebalancing, which helps maintain the portfolio's desired asset mix.

I would still change all of the fund first but maybe in a mix closer to your current asset mix and then over the next couple of months adjust the ratios to reach your final desired asset mix.

Not exact matches

But by making small incremental shifts to our asset allocation over time, we can also tilt towards our desired long run asset mix.

It is as a moderately active strategy since managers return to the portfolio's original strategic asset mix when desired short - term profits are achieved.