Sentences with phrase «equity asset allocation»

The result is my target equity asset allocation is 50 %.

As a result, the Fund may appeal to investors seeking a broadly diversified equity asset allocation plan in one fund.

In periods building up to stock market highs, people on even conservative investment forums begin discussing the so - called prudence of a 100 percent equity asset allocation, suddenly thinking they have no business investing in bonds or maintaining reasonable cash reserves.

In fact, if you look at the current equity asset allocation of the fund, about 70 % of the portfolio is in large caps and the rest in mid caps and small caps.

Ken Faulkenberry presents The Best Value Equity Asset Allocation Strategies posted at Arbor Asset Allocation Model Portfolio (AAAMP) Blog, saying, «Examining the best value asset allocation strategies will help investors develop a successful investment management system.»

«To date, there have been limited ETF solutions for investors who value ESG principles, yet want to assemble a full equity asset allocation framework.

If your equity asset allocation is sufficiently high that some of your equity assets would be held in tax - advantaged accounts, then they would be invested in Roth accounts, if you have Roth account assets.

If I can find an abundance of stocks that meet my margin of safety requirements then I might raise my equity asset allocation to 65 % (or higher).

This allowed me to increase my equity asset allocation and buy stocks at bargain prices.

This is how to control investment portfolio losses: decide what your probable maximum loss is and choose an equity asset allocation that is consistent with your decision!

If valuations are high and bargains are scarce I may lower my equity asset allocation to 25 % (or lower).

In other words, I change my equity asset allocation based on valuations.

It's been well documented that most passive investors will over-weight their home country when planning their equity asset allocation.

Many investors fret about the small details when it comes to how to divvy up their equity asset allocations.