Comparing the benefits and costs of
different allocation methods in order to choose the method that is most appropriate for some specific problem can result in more effective allocations and a more effective overall allocation system.
Not exact matches
One
method is tactical asset
allocation and the key to success here is to identify the asset classes which relatively outperform during the
different periods of an economic cycle.
North Carolina is one of just seven states in the country that uses a «resource
allocation»
method of determining funding, which uses several
different formulas for determining how much money school districts receive in state tax dollars.
You can experiment with
different sale
allocation methods in order to optimise your CGT position.
Refer to the Sale
Allocation Methods section below for a detailed description of the different sale allocation methods
Allocation Methods section below for a detailed description of the different sale allocation methods av
Methods section below for a detailed description of the
different sale
allocation methods
allocation methods av
methods available
If you alter the sale
allocation method via the CGT report after you have synchronised sell trades to Xero, you will be presented with an option to resynchronise any transactions that have altered line item amounts (note that the total invoice value will not change but the split between capital gain and the reduction of the asset cost base may be
different).
A caveat: Sometimes it can be helpful to perform mental accounting tricks involving separate consideration of
different pieces of your portfolio («buckets
methods» of asset
allocation, for instance).