Sentences with phrase «original asset allocation percentages»
You set initial targets and intermittently rebalance your portfolio as returns alter original asset allocation percentages or your targets change.
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Doing this will help to rebalance your portfolio to the original percentage split of your asset allocation, and maintain the level of your risk profile.
In other words, you would buy $ 354.42 more of the International stock index fund and sell $ 107.58 worth of shares of the U.S. stock fund and $ 246.84 of the bonds, so that the percentages return to the original proportions, as shown in the value of the target asset allocation row.