Sentences with phrase «normal equity allocation»

Accordingly, we have oriented the Fund to an above - normal equity allocation and a below - normal fixed - income commitment.

Not exact matches

Bottom line: Whatever your normal allocation is, add 10 % to the fixed income portion, equally at the expense of your cash and equity allocations (5 % each).

«The best advice we can give investors is to stay with your long - term, normal allocation across the equity asset classes,» she said.

and for how long your portfolio needs to be sustainable (FIRE or normal retirement age), both of which are interrelated, and what is the rest of your allocation — all equities or an allocation to bonds as well as cash?

In this analysis, your equity allocation is trimmed in the run up to retirement as normal.

A so - called «moderate risk» portfolio with an allocation of, for example, 40 % in equities and 60 % in bonds would indeed have a «moderate risk» profile when the markets are in a «normal» phase.

Brian — I would expect that someone who focus on dividends for income would have a higher equity allocation than normal.

When an assets valuation is high (i.e. equities in 2000) my target equity allocation would be lower than normal.

When an assets valuation is low (i.e. equities in March of 2009) my target equity allocation would be higher than normal.