Sentences with phrase «original target asset allocation»

For example, say an original target asset allocation was 50 % stocks and 50 % bonds.

Not exact matches

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.

Since real return bonds and REITs are significantly above their target allocations, it is time to trim them back to the original asset allocation and use the proceeds to buy into the lagging asset classes: Canadian stocks and developed market stocks.

The processing and settlement usually takes between 4 - 6 business days.After your cash withdrawal, your portfolio will be rebalanced to its target asset allocation if it varies significantly from the portfolio's original target.

You set initial targets and intermittently rebalance your portfolio as returns alter original asset allocation percentages or your targets change.

The timing of portfolio rebalancing can be based on either a calendar date or a set target about the changing weights of the current asset allocation from those of the original mix (for example, if an asset class differs by more than 5 % of the original allocation).