Sentences with phrase «investment time horizon»

So you see here how the significantly shorter investment time horizon of 15 years requires you to earn more on your investments in order to meet your goal.

This growth allocation is designed for investors with a longer investment time horizon and / or a higher risk tolerance.

You have a medium to long - term investment time horizon and a medium risk tolerance.

Younger retirees have several different investment time horizons ranging from short to long, so they need to have a portfolio that reflects that.

You have a reasonable investment time horizon (over 5 years) and a moderate to high tolerance for risk.

We remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

This moderate allocation is designed for investors with a longer - to - medium investment time horizon and / or a moderate risk tolerance.

Here are some sample investment time horizon scenarios — please keep in mind that there are no «agreed upon» lengths of time for various term lengths.

Check out my introductory post on investment time horizons.

While that's generally true, discussions of investment time horizon usually focus on one point in time, and that's usually when someone will retire.

But you can lower your risk to these issues by building your portfolio around a strict investment time horizon.

Investors should consider their individual investment time horizon and income tax brackets, both current and anticipated, when making an investment decision, as these further impact the results of the comparison.

Now, all is good and I'm near the average rate of return over my entire investment time horizon.

I have a long investment time horizon and add to my savings each year.

I have a long - term investment time horizon (20 + years) and am a rather aggressive investor anyway, so this split makes sense.

Obviously those selling into the market yesterday don't agree with me or they have a different investment time horizon (I think the transaction may take a year or more).

This conservative allocation is designed for investors with a shorter - to - medium investment time horizon and / or a lower risk tolerance.

Investment time horizons for retirees Safe investment withdrawal — the -LSB-...]

Investors can work out their risk tolerance by taking questionnaires, online or with a Financial Advisor, which factor in influences such as investment time horizon, earning capacity, current assets and what you are saving for.

How to create and investment policy statement Investment policy statement example — active investor Investment policy statement example — passive investor Investment time horizon — Determine your appropriate asset allocation.

«Most private equity investment is still in traditional energy — there's a lot of money to be made there,» Heck said, noting a typical PE investment time horizon of 3 to 7 years.

As we noted in Julie Cazzin's «Make Your Child a Millionaire» feature in the current issue of MoneySense, the TFSA is especially a boon to young people because they have such a long investment time horizon ahead of them.

The growth, moderate or conservative investment strategies are designed and managed to meet common cash balance plan objectives, including principal protection, common interest crediting rate targets, and an awareness of the annual investment time horizon.

Siegel's table deserves to be prominently displayed on every investor's bulletin board as a reminder that bear markets need not be all that bad, especially for those with long investment time horizons and the emotional fortitude to keep to the program even in the face of heart - wrenching drops in the stock price.

These risks are ultimately more concerning, however, for conservatively positioned, income - oriented retired investors who are less likely to recoup losses in purchasing power due to shorter investment time horizons.

Most economists would be agreeing that there's going to be some form of economic slowdown in the Northern European, North American economies over the next two to three years — so within any reasonable investment time horizon.

MFS has a thoughtful, disciplined approach to succession planning, which complements our long - term investment time horizon.

«I think we will see a lot of these alternatives wrapped in different ways to fit investors» different investment time horizons, risk - return tolerances and yield expectations,» says Anderson.

We have to remember, though, that we've survived multiple U.S. elections, and you will have many more over your investment time horizon to deal with.

In the end, the impact of rising interest rates is really a function of the investment time horizon.

Next time you hear that interest rates might be rising, take a step back and think about your investment time horizon.

Matt explains why your investment time horizon matters.

While in this example the difference might be a difference of less than $ 100 over a year, your investment time horizon is far longer than one year.

When we examine the investment time horizon of clients — ranging from high - net worth private clients to pension funds, insurance companies, endowments and sovereign wealth funds — we find that the clients typically have time horizons of a decade or more, and, in many instances, have an explicit multigenerational objective (see Exhibit 5, which highlights typical clients» time horizons).

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.

For some managers, such as MFS, the investment time horizon is a long one — a market cycle of five to seven years and even longer.

Uncertainty equates to risk under only two circumstances: first, if your investment time horizon is not long enough to wait out an asset's reversion to its fair value.

If you have a long investment time horizon (ten years or longer) and can stand fluctuations without panic and — this is important — you won't need any of the invested capital for that same horizon, you might want to consider minimal or no bond holdings.

The Franklin Quotential portfolio that best fits your needs depends on your risk tolerance, investment time horizon and expected returns.

When you're trying to construct a portfolio, you can use worksheets or interactive tools that help identify your investment objectives, your risk tolerance level, and your investment time horizon.

My investment time horizon is > 5 years & above, kindly suggest me are above fund goods in their Catagory or should i selection another funds to gets best returns with low risk.

Factors such as your investment time horizon and risk comfort level also must be considered.

The length of time until you need your investment is known as the investment time horizon.

One of the key concepts in financial planning is that of investment time horizons.

Based on your answers to 11 questions about your investment time horizon and ability to handle volatility, the tool will recommended a specific mix of stocks and bonds.

Your investment time horizon is the amount of time from now until you need to sell your investment.