Sentences with phrase «moderate asset allocation model»

• Our Moderate Asset Allocation Model's monthly returns (since inception of January 1999) are input into the Reference Asset's input area.

For example, the most recent moderate asset allocation model portfolio recommended by the S&P Capital IQ Investment Policy Committee (see in the November 24, 2014 edition of the S&P The Outlook), consists of the following allocations:

Not exact matches

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

Look at the historical returns of the no - load mutual fund models, the graphs on the demo, and the main asset allocation page and compare (the track record on the asset allocation page is for the Fee - Based Aggressive model (or the Fee - Based Moderate Model Portfolio when markets are down) but they're very similar to the no - load modmodel (or the Fee - Based Moderate Model Portfolio when markets are down) but they're very similar to the no - load modModel Portfolio when markets are down) but they're very similar to the no - load models).

All of the usual, and useless, portfolio statistics (Sharpe, Beta, Alpha, etc.) for the Moderate Fee - Based Model are maintained both on the far right sheets of the Comprehensive Asset Allocation software demo.

It's currently around $ 100k to buy the Fee - Based Moderate Model (less for the other four allocations because they don't use every asset class (plus there's also $ 60k and $ 20k models for that).

The table comparing our Fee - Based Moderate Portfolio Model to its proper benchmark index, the markets, an American Funds Model, is here on the main asset allocation tutorial page.