Sentences with phrase «known as your 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.

This topic is known as asset allocation and was covered in the special article Introduction to Asset Allocation.

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.

They are also known as asset allocation funds.

This mix is known as asset allocation.

Now, we'll talk about how much of each investment we'll want in our portfolio, otherwise known as asset allocation.

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 claAsset - 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 claasset 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