Now, we'll talk about how much of each investment we'll want in our portfolio, otherwise
known as asset allocation.
This mix is
known as asset allocation.
They are also
known as asset allocation funds.
You may want to gradually shift the balance between growth and Income (or what's
known as your asset allocation) as you get closer to the age when you plan to retire.
This topic is
known as asset allocation and was covered in the special article Introduction to Asset Allocation.
If you've been on the site for awhile, you have a head start because we've already discussed the importance of a discipline
known as asset allocation, which involves selecting among different asset classes to build a well - balanced portfolio that can weather different economic environments, tax regimes, global conditions, inflation or deflation, and a host of other variables that history has shown will fluctuate over time.
Not exact matches
Sometimes
known as «set it and forget it» investments, these diversified funds automatically adjust their
asset allocation and risk exposure based on your age and retirement horizon.
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.
Expected passive income, when broken down by each source (
asset allocation), within each age group is highly desirable to
know as a benchmark.
Learning how the right investment mix — also
known as an «
asset allocation» — can make a big difference
Model 3 — Balanced Halfway between the income and growth
asset allocation models is a compromise
known as the balanced portfolio.
Nudging your portfolio's
asset allocation towards bonds
as you age is a widespread investing practice
known as lifestyling.
This, of course, is to be done with
knowing your risk tolerance and how your
asset allocation fits in with that and adjusting it
as your risk appetite changes.
Getting your
asset allocation back on track is
known as rebalancing.
As a retirement planner, I find it helpful to match an
asset allocation to a retirement plan so an investor
knows how much of their portfolio they need and how soon they need it.
One method many retirees employ is what's
known as a «static»
asset allocation.
Dynamic
asset Allocation — these are also
known as balanced advantage funds.
Asset - allocation mutual funds, also known as life - cycle, or target - date, funds, are an attempt to provide investors with portfolio structures that address an investor's age, risk appetite and investment objectives with an appropriate apportionment of asset cla
Asset -
allocation mutual funds, also
known as life - cycle, or target - date, funds, are an attempt to provide investors with portfolio structures that address an investor's age, risk appetite and investment objectives with an appropriate apportionment of
asset cla
asset classes.
As an index investor and supporter, I
know understand how this is different from the normal rigid
asset allocation targets that I currently employ.
I
know my
asset allocation is not
as good
as it can get, but that will smooth out with the more positions I add to my portfolio.
Lifecycle funds, also
known as target date funds, are getting popular among investors who seek optimum
asset allocation for their retirement investments.
Since every lifecycle fund uses the fund family's in - house funds
as ingredients, it will be hard to simply attribute TRP funds» superior performances (more than 2 % higher than their rivals) to their
asset allocations without
knowing exactly the
allocations of the underlying fund elements (
as indicated by the 2035 funds in which Vanguard, Fidelity, and TRP has 89 %, 81.4 %, and 88.6 % in stocks, respectively).
The percentage that each
asset class is weighted over the long term is
known as the strategic
asset allocation.
«When talking about defaults, the only thing we
know for sure when it comes to returns is the costs participants are going to pay, so we would recommend TDFs
as an appropriate lower - cost
asset allocation, absent
knowing additional information in order to customize managed accounts,» Martielli says.
Also
known as a life cycle or age based fund, it uses several funds to build an
asset allocation with a specific time frame or target date in mind.
A TDF automatically rebalances its
asset allocation to follow a predetermined pattern
known as a glide path to ensure the participant's account is allocated in an ever more conservative fashion.
We often don't have the best 401k choices
as our employers pick the program, but we can at least take advantage of the company match in a fund which complements our desired
asset allocation, and has a low expense ratio (preferrably
no more than 0.15 %).
Compared to other
asset allocation strategies, such
as buy and hold, portfolio rebalancing, also
known as constant mix, is most effective in volatile market conditions.
You may
know it
as: Managing Managers, Composites, Composite Portfolios,
Asset Allocation Funds, or Fund of Funds (FoF).
Reliance Balanced Advantage Fund (formerly
known as Reliance NRI Equity Fund) An Open Ended Dynamic
Asset Allocation Fund - Growth Plan - Growth Option