Sentences with phrase «less aggressive investment»

In the long run, high expense ratios are difficult for portfolio managers to overcome, particularly for funds with lower risk, less aggressive investment objectives.

As we age we have to transition to less aggressive investments that more accurately reflect our decreasing risk tolerance.

It also provides a dose of reality in terms of trade - offs that may be necessary to achieve multiple goals — for example, how buying a new car this year might delay buying a house and retiring, or how a lower savings rate and less aggressive investments now might affect paying for college in a few years.

They're designed to automatically shift to less aggressive investments as you get closer to your anticipated retirement date.

Not exact matches

Even the most aggressive investor would prefer less investment volatility.

Less Aggressive Assumptions: Many states responded to recent recessions by adjusting their investment assumptions down from 8.25 to 8 percent or from 8 to 7.5 percent.

Should you consider a 2012 Jeep Wrangler for aggressive off - roading, the top - of - the - line Rubicon, even with a Monroney of $ 40,000, is an absolute steal when comparing its investment to that of upgrading a lesser Wrangler through the four - wheel - drive aftermarket.

Unlike a conservative investor who favours fixed income investments like bonds or GICs, he says, a more aggressive investor — or someone with no less than 50 per cent stocks in their portfolio — will be more likely, though not guaranteed, to net a higher return.

If you select a more aggressive allocation like shares and property your investment funds will be more susceptible to short term market risks, if however you select a more conservative allocation like fixed interest and bonds you will be exposed to less short term market risk.

Other factors which will be taken into account include time until retirement (less time means less aggressive portfolios) with more of an emphasis on conservative investments such as cash and treasury bonds.

As with actively managed mutual funds, you can choose whether you want your investments geared toward the possibility of higher returns with aggressive growth indexes, or if you are more interested in slower growth and less risk.

If you add that future cash to the conservative investments you already hold, you will find your portfolio's split between stocks and more conservative investments is less aggressive than your current holdings suggest.

It isn't a great view of money generally, but knowing she has a buffer there has let me be a little more aggressive with my investments — I've less in simple cash reserves and more invested in an index tracking ISA.

On the other hand, Berkshire Investment Advisors, a Boston - based institutional money manager, will be less aggressive with regard to multifamily, especially with pension plans.