Sentences with phrase «one's asset allocation strategy»

The type of asset allocation strategy that works the best for you then will depend largely on your time horizon and your ability to tolerate risk.

However, using the tactical asset allocation strategy of following the 10 month simple moving average should result in much less than 3 commissions per month over the course of the year.

Stocks and bonds are two of the most frequently considered asset classes in asset allocation strategies.

The fund seeks capital appreciation through the use of a dynamic asset allocation strategy, across stocks, bonds, and cash instruments.

Some life insurance companies say they have a system that uses asset allocation strategies with their variable products.

This fund invests in a combination of domestic and international stocks and bonds using a moderate asset allocation strategy for investors expecting to retire around 2050.

Most 529 college savings plans offer an adaptive asset allocation strategy based on the age of the child or the number of years until enrollment.

So, it is better to stick to a long - term asset allocation strategy in line with your goals across at various periods.

He is responsible for the development and investment management of global asset allocation strategies including tactical asset allocation and real asset strategies.

The basic asset allocation strategy says to have your age as the percent of bonds in your portfolio.

I talk about different asset allocation strategies in the book... But you need to diversify across asset classes and within asset classes and across economies and time.

A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.

Compared to other asset allocation strategies, such as buy and hold, portfolio rebalancing, also known as constant mix, is most effective in volatile market conditions.

I employ an active asset allocation strategy that has provided me superior returns with a fraction of the risk of the market.

** Historically most strategic asset allocation strategies get you to the same place over time.

The most generic asset allocation strategies include large cap and higher dividend stock funds.

Of course, these are just general rules, and you should take your personal circumstances into account when developing your own asset allocation strategy.

The centerpiece of that plan is a personalized asset allocation strategy.

That is why having a well - thought asset allocation strategy in place is so important.

They do not represent performance of the above asset allocation strategies or actual accounts.

You'll get lower risk because it has enough asset classes for you to perform asset allocation strategies.

Putting all your savings in a money market fund and leaving them there typically isn't a good asset allocation strategy if you want that money to grow over time and fund your retirement.

This is something to be aware of when determining your overall asset allocation strategy today.

I think it is a great asset allocation strategy.

There is no one - size - fits all formula in terms of what asset allocation strategy will be right for you.

Neither the top - down asset allocation strategy or bottom - up stock selection, explicitly addresses systematic risk.

A look at the recent performance of some notable asset allocation strategies.

The different asset allocation strategies described above cover a wide range of investment styles, accommodating varying risk tolerance, time frames, and goals.

Because the funds provide broad diversification and consistent asset allocation strategies they are perfectly acceptable for 100 % of your investment amount.

Shows how asset allocation strategies can be used to help limit losses caused by fear - based selling.

If that occurs, you may consider rebalancing assets in your portfolio to the weighting specified in your original asset allocation strategy.

However, advanced asset allocation strategies have traditionally been difficult for many individual investors to implement, given the costs and asset size required to achieve proper levels of diversification.

Several years ago when I made my first real attempts at managing my own assets the idea of a fixed asset allocation strategy made a lot of sense.

However, even this role is fast becoming disrupted with robo - advisers offering automated asset allocation strategies and ETF selection for a fraction of the cost.

Pure asset allocation strategies using mutual funds as the funding vehicles, is just about the only investment strategy that has the capability of doing this.

We also have various investment and asset allocation strategies for investors who find it difficult to decide on their own.

This is a summary of the recent performance of a wide range of excellent tactical asset allocation strategies.

They tend to stay with longer term asset allocation strategies that take advantage of diversification to offer participants a reasonable level of return for the amount of time left before retirement.

Here, using asset allocation strategies, the cash value can be diversified to help match the policy holder's risk tolerance.

They use a basic asset allocation strategy to keep you invested towards your retirement goals.

A strategic asset allocation strategy is the one most commonly promoted in the current financial culture.

Senior Managing Director at Wellington Management, Director of Tactical Asset Allocation, Asset Allocation Strategies Group, Portfolio Manager

Asset allocation strategies do not ensure a profit or protect against loss in declining markets.

Each Freedom Fund's neutral asset allocation strategy becomes increasingly more conservative as the target date approaches and passes.

The key with asset allocation strategies is that in order to maintain the target asset allocation, the portfolio has to be rebalanced on a frequent basis.

Tactical asset allocation strategy advocates suggest that you can anticipate the crowd, but flow - of - funds studies show that almost all tactical asset allocation fund flows are late money flows that chase performance after valuations have already moved.»