Sentences with phrase «low equity allocation»

The two firms note that commodity trading advisers are running low equity allocations at the moment.

Unless your portfolio has a very low equity allocation or a very high one, changing your equity allocation won't have much affect on your sustainable withdrawal rate.

It is worth noting that prior to the financial crisis in 2008, equity flows turned negative, resulting in lower equity allocations in Portfolios B and C.

Some are more risk - averse and will feel more comfortable with a lower equity allocation and a correspondingly lower return.

Juicy Excerpt # 17: Just substitute the lowest equity allocation you'd be comfortable with for his 30 % level, the highest one for his 90 % level, and the mid-point for his 60 %, then you will always have an allocation that's satisfactory for you, and it doesn't matter if the timing method fails to add value.

You start retirement with a low equity allocation (30 - 40 %), and then you gradually increase your equity allocation to 50 - 60 % of your portfolio over a decade or so.

A low equity allocation must be hurting you now.

I'm at my lowest equity allocation in 17 years.

Higher TIPS yields would provide the added benefit of allowing you to lower your equity allocation, thereby reducing the risk of the overall portfolio without lowering expected returns.

Going back to Mr. Pfau's and Mr. Kitces» analysis, having a low equity allocation early in retirement effectively minimizes the simulations where market returns were poor to begin with.