Sentences with phrase «moderate investor»

Receiving an overall four - star rating from Morningstar, the fund appeals to moderate investors who avoid sales loads and seek to put every dollar invested to work.

That said, for moderate investors where we may target 65 % growth / 35 % income in uptrending markets, and where we may be closer to 40 % / 40 % / 20 % cash in downtrending markets, it'd be appropriate to benchmark against a classic 65 % / 35 % buy - n - hold stock / bond index or a Lipper Balanced Fund average.

Because of the relatively low price of silver, a considerable investment (say $ 25,000) can purchase several tons of the metal, so it's unlikely large or even moderate investors will own their entire precious metals allocation in physical silver.

Moderate investors want their investments to grow and provide some income.

Moderate investors accept some risk to principal but adopt a balanced approach with intermediate term time horizons of five to 10 years.

Combining large - company mutual funds with less volatile bonds and riskless securities, moderate investors often pursue a 50/50 structure.

Because of their more costly commission, TD Ameritrade is good for the beginning - to - moderate investor who won't make frequent trades.

Most inexperienced to moderate investors would benefit from this book.

You are willing to accept more risk than the moderate investor with moderate fluctuations in your portfolio and expect to see moderate capital gain.

Because risk and reward are related, a moderate investor can expect returns that are, on average, neither very high nor very low.

For a US investor, Ibbotson suggests 25 % for a moderate investor with about 20 % in bonds.