Sentences with phrase «hold equal allocations»
Your allocation calls for you to hold equal allocations of each of the ten sectors of the Dow Jones Total Market Index.
http://allfinancialmatters.com/ Not exact matches
Following the reorganization transactions, (1) each of SLP III, SLTA III, and SLP Technology will hold a number of LLC Units equal to its pro rata allocation of the number of LLC Units previously held by SLP GD, and (2) SLKF I will hold a number of shares of Class A common stock equal to its pro rata allocation of the number LLC Units beneficially owned indirectly by SLP III Kingdom Feeder Corp..
I know there's that maxim that portfolio allocations should not be based on tax implications, but the difference between my REIT fund and a lower - tax fund like Vanguard's Large Cap ETF ($ VV) is so stark that it's making me think twice about holding them on equal footing.
(The most common is the rule of thumb that your stocl allocation should be equal to 110 minus your age — for example, you should hold 70 % in stocks age 40.)
If somebody wants to maintain a discipline of 10 stocks in his / her portfolio with equal allocation to every stock then he has to deploy the additional cash equally among the ten holdings if it is worthwhile to invest (gap between intrinsic value and market value) at a particular point of time.
The new First Asset funds use what's called a barbell strategy, which involves holding equal amounts of short - term and long - term bonds, with no allocation to intermediate maturities.
XWD holds approximately equal amounts of US and international equities (plus a trivial allocation to Canada), but unlike XSP and XIN it does not hedge currency.
I set the highest allocation equal to the smallest stock holding allowed (25 %).
In my case, I'm holding roughly equal amounts of US and International stocks with smaller allocations to Alternatives, US Bonds, and Cash.
You've probably heard the rule of thumb that says your allocation to bonds should roughly equal your age — for example, a 30 - year - old might hold 30 % of her portfolio in bonds, while a 60 - year - old would double that to 60 %.
Distributive justice holds that all people should be treated as equals in any allocation of public goods unless some other distribution can be justified on morally supportable grounds.