Sentences with phrase «heavy equity allocations»

My sense is that many investors presently carry heavy equity allocations that are wholly inappropriate in relation to their investment horizons.

Not exact matches

These illustrations may strike many investors as equity heavy; the equity allocations are certainly above those you'd get by following the old rule of subtracting your age from 100.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

As for my investment choices, I chose a simple but diversified asset allocation that is very heavy on equity because there will be more then 20 years before I need to tap into my retirement savings and stocks are the best option for long - term growth.

Investors who are well - diversified have probably been hurt but not to the extent of those with a heavy allocation to equities and other areas that have been hit.

The life cycle and duration based systematic transfer plan starts with an equity - heavy asset allocation, which tapers as maturity nears.