Sentences with phrase «important asset allocation»

You need to realize how important your asset allocation plan is and put commensurate effort into doing it right.

Regardless of who you read, the most important asset allocation you can make is between equities and bonds.

Not exact matches

Both services use a methodology based in Modern Portfolio Theory, which says that individual security selection is not as important as proper asset allocation.

More from Portfolio Perspective: Three things investors should know when buying ETFs Why asset allocation is so important for investors Buying stock?

The proper asset allocation of stocks and bonds is important.

With the convenient rise of exchange - traded funds, also known as ETFs, it has never been so easy to diversify your asset allocation mix by asset type, market capitalization, credit rating, or whatever other criteria you consider important to your investing needs.

Asset allocation is considered to be the single most important determinant of performance.

The first is that active management is important for delivering above - market returns in this environment; the ability and agility to alter a portfolio's asset allocation mix over time can deliver significant benefits.

We believe that setting and maintaining your strategic asset allocation are among the most important ingredients in your long - term investment success.

But as you build and manage your asset allocation — regardless of which goal you're pursuing — there are two important things to consider.

The manager has broad discretion to change his asset allocation to maximize returns and more important, to dodge rising rates.

While three months of relative performance shouldn't change anyone's long - term asset allocation, recent events are a useful reminder that U.S. outperformance isn't pre-ordained and that it's important to consider having exposure to international stocks.

The new trends of worsening credit quality and central bank asset sales are important for investors because they speak to the most appropriate asset allocation for where we are in this market cycle and the world's rising political risks.

Asset allocation is a real art, and one of the most difficult and important aspects to investing.

It's also important to define your timeline and how much risk you're willing to take on in order to determine your optimal asset allocation.

Attempting to smooth out the ride for long - term investors over their investment time horizon is important — as it reduces the temptation to abandon a diversified allocation when one asset class is outperforming or underperforming others during a shorter period of time.

One of the most important contributors to successful long - term investing is asset allocation.

How important is the asset allocation (stock vs. bond weights) on the path to early retirement?

Most investors have heard of the term «asset allocation» when it comes to investments and know it's one important factor when building a portfolio.

«I Think Rob Bennett Did Provide An Important Contribution in Terms of Describing a Way for P / E10 to Guide Asset Allocation for Long - Term Conservative Investors.

I think Passive Pete is right when he says that diversification across broad asset classes with historically sound returns is more important than the precise allocation.

To me, good asset allocation is the most important thing you can do to ensure long - term success.

At the end of the day anyone who has attended the workshop takes back home a full fledged knowledge of important concepts like asset allocation, calculation of intrinsic value, important ratios to focus upon while doing fundamental analysis, usage of excel sheet, and above all how to put together a checklist to do smart and intelligent investing.

Asset allocation is very important because it creates portfolio diversification and reduces an investment portfolio's risk.

The reason it's so important to create proper asset allocations, is that it enables you to build «firewalls» between your assets, that will prevent you from being overly invested in any one investment asset, sector, or security.

People need to understand asset allocation and why it is so important.

In its seventh edition, this state of the market report presents investors» perspectives on key issues important to the impact investing industry, as well as analysis of their investment activity, asset allocations by geography, sector, and investment instrument, impact measurement practice, and performance.

That is why it is important to think about an appropriate asset allocation.

Of course, when selecting a strategy, it's important to consider your current asset allocation and your long term goals.

Asset allocation is one of the most important decisions investors will likely make.

The single most important thing you want to confirm is your asset allocation, or the percentage of your holdings that are invested in stocks vs. bonds.

One of the most important aspects of your retirement planning is not the exact holdings you choose but the asset allocation you choose.

That is the main reason why they have an important role in our asset allocation.

However, with the ongoing shift from the defined - benefit to defined - contribution plans, careful (and individualized) planning of retirement asset allocation in employer - sponsored plans and IRAs as well as other personal investments is evermore important.

Determining an appropriate asset allocation is one of the most important decisions an investor will make.

The BMO Asset Allocation Fund and the RBC Monthly Income Fund (series F) outperformed the index portfolio on three important benchmarks — the extent of their bear market losses, the magnitude of their subsequent recovery between March and June of this year, and their five - year average returns.

I knew that asset allocation — the mix of stocks, bonds, real estate and other asset classes in a portfolio — is one of the most important decisions an investor will ever make, so I really wanted to get it right.

«It's really important that you make sure you spend the time on the asset allocation and the investment process,» advises Kirzner.

This allocation represents how important these asset classes are in meeting the financial objectives of a passive investor.

Bonds have an important role in any asset allocation portfolio since they provide stable income, have low relative volatility and provide a useful hedge against market downturns.

Asset allocation is important as each asset class has a different return - risk - liquidity proAsset allocation is important as each asset class has a different return - risk - liquidity proasset class has a different return - risk - liquidity profile.

While asset allocation is extremely important, it is only part of a financial plan.

That is why having a well - thought asset allocation strategy in place is so important.

Specifically, we believe the breadth of this universe and the diversity of possible risk and return outcomes not only means active management is essential, but that getting the overall asset allocation right is the single most important determinant of returns over time.

That is not to say that security selection is not important — it is vitally important and a significant part of our process - but if the portfolio's overall asset allocation is wrong, then owning the best securities in the wrong assets will only marginally improve portfolio outcomes.

Portfolio rebalancing is important with respect to both the strategic asset allocation process and to the long - term success of your portfolio.

It is important to understand that diversification, rebalancing and asset allocation do not guarantee a profit or protect against a loss in a declining market.

An important part of the indexing strategy is that you occasionally rebalance your portfolio back to its target asset allocation.

It is also important to not just focus on sector allocation, but also the asset classes.

It's also important to remember to plan your asset allocation across multiple investment accounts.