Sentences with phrase «less with asset allocation»

Not exact matches

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

As with all asset allocation decisions, the numbers matter much less than your personal disposition and ability to stick with the one you decide on.

In their July 2017 paper entitled «Breadth Momentum and Vigilant Asset Allocation (VAA): Winning More by Losing Less», Wouter Keller and Jan Keuning introduce VAA as a dual momentum asset class strategy aiming at returns above 10 % with drawdowns less than -20 % Asset Allocation (VAA): Winning More by Losing Less», Wouter Keller and Jan Keuning introduce VAA as a dual momentum asset class strategy aiming at returns above 10 % with drawdowns less than -20 % dLess», Wouter Keller and Jan Keuning introduce VAA as a dual momentum asset class strategy aiming at returns above 10 % with drawdowns less than -20 % asset class strategy aiming at returns above 10 % with drawdowns less than -20 % dless than -20 % deep.

In demoing the product I completed four brief sections in less than 15 minutes and had in hand a personalized asset allocation complete with low cost mutual fund recommendations.

When the base allocation to «cash» is less than 100 %, allocate 1 / T of the balance to each top T asset class proxy with positive momentum and 1 / T to «cash» in place of each top T asset with negative momentum.

Invest the money conservatively and keep on top of the asset allocation and your kids will graduate from school with much less debt than had you not used the RESP.

Based on his risk tolerance and goals, Thomas is aiming for an asset allocation of 60 % stocks and 40 % bonds, with the equity holdings more or less evenly split among Canadian, U.S. and international.

Once our contribution slows down, we'll move to a more stable asset allocation with less stocks, but for now most of our portfolio is in stock.

Less is more when you buy and hold and hold and hold a portfolio with an asset allocation that is appropriate for your investment risk tolerance.

The specific asset allocation plan you choose is often less important than your ability to stick with it.

Stay in the markets through thick and thin, while investing with an asset allocation that is appropriate for your greater or lesser tolerance for investment risk.

As a CFP with PWL Capital Inc., Shannon Dalziel comes across this situation often: money needed for short - term goals (less than three years) invested using an aggressive asset allocation.

With the U.S. representing less than half of the available universe of globally listed property stocks, focusing on U.S. REITs alone can be viewed as a restrictive and undiversified approach to asset allocation.

There's not much wrong with this, as it is disclosed, but when your mutual funds can significantly change asset class weightings at random, it makes using asset allocation techniques much less effective.