Sentences with phrase «on asset allocation»

This classification is based on the asset allocation of the fund's investments.

This suggests that investors should avoid getting too caught up in short - term results and rather focus on an asset allocation strategy that takes a long view.

Maybe you have seen them from your broker... those online surveys that are supposed to help you decide on your asset allocation based on your risk tolerance.

Who would benefit from this book: If you want basic book on asset allocation for average people, this could have value.

We also connected the client with independent strategic and tactical investment advice on asset allocation and risk management.

I also discuss my views on asset allocation and security selection in the Core and Explore portfolio.

A month ago, I wrote a post on asset allocation where I discussed the importance of having a diversified portfolio that consists of various asset classes.

More than 90 % of your total investment return depends on your asset allocation so why only focus on your home country when the economy is now global?

In Part 1 of his financial plan, he talked about his investment goals and today he shares his thoughts on his asset allocation strategy.

I'll agree with CC — having been pretty keen on asset allocation for a couple of years, at this point I don't worry so much about the details.

But generally, I'd be inclined to base your timing decisions on asset allocation as opposed to speculation or emotion.

You can edit and print just the table of returns on the asset allocation model page or the asset allocation primer page.

An automated investing service with an emphasis on asset allocation with low fees.

I have talked in the past about the need to focus on asset allocation as one gets older, and how index funds are the low cost way to achieve asset diversification.

If you are concerned about reducing portfolio swings or potential losses, focus first on your asset allocation.

I encourage clients to work with financial advisors on an asset allocation that can get them through these bumps.

On the asset allocation section of our website, we explain our methodology for estimating the 10 - year real returns of equity markets, as well as other global asset markets.

For instance, couch potato investors keep an eye on their asset allocation, investment fees, taxes, and the ability of their funds to deliver what they promised.

No limits or conditions are placed on asset allocation, geography, or individual stock and ETF positions.

I was working on my asset allocation this weekend — something I haven't written about in detail yet — and had something interesting happen.

I've been wanting to get a better handle on our asset allocation and it looks like this could be a good way to do it.

It requires considerable amount of investment along with your efforts to work out the necessary details right from identifying the objectives to deciding on the asset allocation plans.

Because of this, I try to make my investing decisions based on asset allocation.

I think it is hard to write good books on asset allocation, technical analysis, or quantitative investing.

This takes your entire financial situation into account when deciding on asset allocations.

I also discuss my views on asset allocation and security selection in the Core and Explore portfolio.

Be careful about comparing investment returns, because you might not be comparing apples to apples depending on your asset allocation, geographical composition, etc..

Both of those provide hands - off investing focused on asset allocation and tax loss harvesting in equities and bonds.

Thank you for reading part - 4 in my series on asset allocation.

Judging from fund flows, that dire sentiment is having very real effects on asset allocation.

It is based on when a pension can be drawn, our current savings rate, and the projected return on our asset allocation.

Given we know the various portfolio returns based on asset allocation in my post, How Much Investment Risk You Should Take In Retirement, one can simply do a little math to figure out roughly when someone will become a 401 (k) millionaire if they are starting with $ 0, max out their 401 (k) this year and every year after, and return the average annual return of the portfolio composition since 1926.

Bonds have a role to play in virtually every investor's portfolio (See the article on Asset Allocation for more information.)

For more information on asset allocation, see this post, and if you are looking for detail, or want to learn more about asset allocation, I highly recommend Rick Ferri's book «All About Asset Allocation.»

You can also focus more on asset allocation instead of dealing with the challenges that go hand - in - hand with locating and purchasing vacant homes that need repair for leasing... Read more»

A study by Pfau and Kitces in the Journal of Financial Planning gives a counter-intuitive guidance on asset allocation in a retirement portfolio.

We will have more to say about maverick risk in forthcoming articles and in the information provided on our Asset Allocation site in the months ahead.

The updated edition contains chapters on asset allocation and retirement investing and expounds upon Bogle's simple and effective strategy for long - term investment success: Buy and hold a low - cost fund that tracks the Standard & Poor's 500 index.

That's why his Montreal firm, Tulett, Matthews & Associates, helps clients settle on an asset allocation that suits their goals and risk tolerance, then counsels them to stay the course.

That shouldn't necessarily be a concern, Hallett says, if you're getting more from your adviser than just tips on asset allocation or choosing funds.

I found a lot of useful insights on asset allocation in Larry Swedroe's newest book, The Only Guide You'll Ever Need for the Right Financial Plan (Bloomberg / Wiley, 2010).

Our goal is to achieve better than average returns by concentrating on asset allocation risk management (avoiding large drawdowns) and owning the best dividend growth stock opportunities (margin of safety).

-LSB-...] Reading: Advice for a Young Robo - Investor on Asset Allocation The Robo - Advisor Challenge Financial Advice For My Fellow -LSB-...]

Things are even easier than TD with their investment funds: all you have to do is pick from one of four basic asset allocations, and they will take care of the rebalancing — and they will even help you decide on your asset allocation through a questionnaire.