Sentences with phrase «handle on our asset allocation»

Not exact matches

Typically, they invest in half a dozen ETFs and handle your asset allocation and security selection (including equities, fixed income and other asset classes), automatically rebalance at least once a year, let you set up auto - contributions and so on.

But it has not altered his view on asset allocation, and his investment philosophy remains intact: Don't take more risk than you need to achieve your financial goals, and calibrate those needs with what your stomach can handle.

For example, answer the 11 questions in Vanguard's free risk tolerance - asset allocation questionnaire and you'll get a recommended blend of stocks and bonds based on, among other things, what size loss you feel you could handle without jettisoning stocks and how long you intend to invest your money.