Sentences with phrase «overall allocation to equities»

Equities: By default, we are looking at a 45 % overall allocation to equities.

Does that align with your overall allocation to equity, debt, etc?

Not exact matches

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

Portfolios are rebalanced each year across multiple account types to maintain overall asset allocation close to 60 % equities and 40 % fixed income as much as possible after yearly spending amount being withdrawn.

We again encourage you to look at your overall portfolio and restore your equity allocation to its appropriate level.

Since December «17 I drastically pared back on my equity allocation (to only 25 % of my overall asset allocation) and reinvested in real estate Crowdfunding, similar to you with the proceeds from your SF house sale.

Since an average salaried investor already has some money lying in bank savings, bank fixed deposits and EPFO / NPS and these are all fixed income investments, while investing they should include these in their overall allocation and then determine whether do they require any more of fixed income return streams or do they need to look at Equities for their allocations.

NOTE: If you include High Yield, you should reduce your overall stock allocation by 5 % due to its equity - like risk.

We suggest that investors seeking higher returns consider boosting their overall equity allocation rather than chasing the illusory size premium in an attempt to add risk on the cheap within the existing allocation.

The Fund may be appropriate for your overall investment allocation if you are looking to gain exposure to global equity investments

After combining contributions, trades, and market activity, the overall equity allocation in participants» accounts rose to 65.6 % at month - end, up slightly from 65.5 % at the end of October.

The Fund may be appropriate for your overall investment allocation if you are looking to gain exposure to frontier market equity investments

Overall we still are overweight with equities with an increasing allocation to international and underweight with fixed income.

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

There is evidence suggesting that commodities have historically delivered equity - like returns while smoothing overall volatility — in other words the best of both worlds when it comes to asset allocation strategies.

Higher TIPS yields would provide the added benefit of allowing you to lower your equity allocation, thereby reducing the risk of the overall portfolio without lowering expected returns.

Go back to your overall asset allocation mix — if you are underweight equities because of the correction, add exposure.