Sentences with phrase «percentage distribution of assets»

The percentage distribution of assets in a portfolio among the three major asset classes: cash and cash equivalents, fixed income and equities.

The percentage distribution of assets in a portfolio among the three major asset classes: cash and equivalents, fixed income and equities.

Not exact matches

It seems like much of the retirement planning advice out there focuses on distribution rates, the percentage of income to replace, asset allocation changes or a determination of how much risk is suitable for a retiree's portfolio without ever considering actual living expenses or spending needs.

A further comparison in the graph below of distributions as a percentage of net asset value shows that venture capital distributions have averaged nearly 14 % per year since 1980 which compares quite favorably to average annual buyout distributions of about 15 % over the same period.

As of the date of this letter, we expect each of the Oakmark funds will pay distributions that range from mid-to-high single digits when expressed as a percentage of the September 30, 2014 net asset value per share, except for Oakmark Select, which has an estimated distribution in the low double digits.

A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.

Northeast Utilities System — Connecticut Light & Power (Stamford, CT) 2003 — 2005 Assistant Engineer — Asset Management • Conducted load analysis to determine anticipated load changes and potential overloads • Determined and verified load needed for installation and distribution of new services • Detected assigned circuit imbalances, damaged devices, and loop schemes likely to overload • Pinpointed customers with high percentage of outages and remedy service interruptions • Performed cost benefit analysis to determine viability of performance improvements

You would think by now that people would know NJ divorce mediation is the only way that one should even consider getting a divorce but alas, only a small percentage of couples are smart enough to use a mediation service as a means to peacefully and efficiently resolve their differences and come to a fair and equitable distribution of their marital assets and liabilities.

Pennsylvania is an «equitable distribution» state, which means that spouses each receive a fair percentage of the assets.