Sentences with phrase «fit into your portfolio allocation»

Do these shares fit into your portfolio allocation?

Not exact matches

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

This paper dives into the DRS allocation question, examines the impacts of adding the DRS in incrementally larger proportions to an existing balanced portfolio and analyzes the impact on portfolio risk and return metrics, as well as, examines the various ways the DRS can fit in a portfolio to accomplish various goals.

Asset allocation products — those designed to blend stocks, bonds and other investment types into a single investment — can fit the bill by helping provide unique return streams to investor portfolios.

So here's my question: If this fund's asset allocation / investment objectives fit into your portfolio, would you feel comfortable investing in it?

Rather than trying to plan around taxes, it may be prudent to review whether your stock option holding fits into your overall portfolio allocation and long - term financial plan.