Sentences with phrase «given your asset mix»

But if you've got the adviser six - pack, no one has given your asset mix a moment's thought.

Not exact matches

That mix gives you exposure to asset classes that tend to move at different times and speeds, he says.

You can arrive at a reasonable stocks - bonds mix given your investing time horizon and appetite for risk — and see how various blends of stocks and bonds have performed in the past — by completing Vanguard's free risk tolerance - asset allocation questionnaire.

There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.

With that definition of risk, the goal of «portfolio optimization» is to find the mix of assets that has the highest expected return, given an investor's tolerance for «risk.»

And given the current cost competitiveness of natural gas, there is little reason for utilities to include coal in the planning mix for new generation assets, Barnett said.

If that probability is lower than you'd like — as a general rule, I'd say you'd like to see an estimated success rate of 80 % or more, give or take — then you can re-run the numbers with different asset mixes and different withdrawal rates.

You can arrive at a reasonable stocks - bonds mix given your investing time horizon and appetite for risk — and see how various blends of stocks and bonds have performed in the past — by completing Vanguard's free risk tolerance - asset allocation questionnaire.

I guess I can try to answer my own question: If you give the goals different risk profiles, you can have a different mix of assets.

At StashAway, we devote ourselves to identifying the right mix of asset classes for a given economic regime, because the appropriate selection of asset class mixes is vital for a portfolio to achieve effective diversification over the long term.

The mixed portfolio is «managed» throughout a given period and in that period, individual asset classes may have varying returns from what you're seeing in the table.

By spending just 10 to 15 minutes with this risk tolerance - asset - allocation tool, you can come away with a recommended mix of stocks and bonds that can help you invest your retirement savings in a way that makes sense given your tolerance for risk.

Find an asset allocation model that fits your age and risk tolerance and choose the investments that will give you that mix.

Given that common stock represented the second - largest investment within the industry's asset mix as of year - end 2010, we also analyzed in more detail a sector breakdown of this exposure.

These are asset allocation mutual funds that contain a mix of stocks and bonds, and sometimes more exotic things, formulated to meet the investing needs of a person intending to retire in a given year.

See what your chances are of making your portfolio last, given your personal asset mix and time frame.

The efficient frontier tool shows the return and risk curve for the mix of the selected assets that minimizes the portfolio risk for the given expected return.

To get an idea of what blend of stocks and bonds might be right for you, you can go to this risk tolerance - asset allocation questionnaire, which will give you a suggested stocks - bonds mix based on factors such as how you would react to market downturns and when you plan to begin drawing money from your portfolio.

Given an understanding of the relationship between the business cycle and security prices an investor or fund manager would select an asset mix to maximize returns.

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

You pick your strategic asset allocation, the right mix of stocks and bonds for you given your investment horizon and your risk tolerance, and you stick to it.

You create a mix of assets based on your tolerance for risk that gives you a shot at the returns you need while offering adequate downside protection.

These sample portfolios will give you some ideas on how to allocate your stock and bond ETFs across various asset mixes.

Create a mix of bonds that's appropriate given your risk tolerance and how long you plan to keep that money invested (which you can do with this risk tolerance - asset allocation tool) and largely leave that mix alone except to rebalance.

Even people with more modest assets need to consider what might happen if they die, given real estate prices in some Canadian cities and life insurance on both spouses, when added to the mix, can make many «simple» estates into million dollar ones.

It's just our opinion that these people usually do a very poor job at determining the mix of just a few asset classes relative to how much someone should own, given the year they want to retire.

Whatever the reason, fund exchanges give investors the flexibility to control their asset mix.

In our investing Models, alpha is the value of selecting open - ended mutual funds, compared to using benchmark indices, to fund the asset classes; given the same asset class mix, over the same time horizon.

This gave us a lot of bespoke assets to use from demo through to the mix stage.