Sentences with phrase «portion of my asset allocation»

With CDs, the cash portion of your asset allocation can potentially earn higher yields than if it just sat in a regular savings account.

However, Canadian equities only make up a small portion of my asset allocation (about 14 %), and so not having such a tilt for this market doesn't impact my portfolio dramatically.

If you held your bond to maturity, then yes you will make money — but then this would represent the fixed income portion of your asset allocation, and not CASH.

It's also likely that a portion of the asset allocation was driven by changes in stock market values.

It is my growth and stable portion of my asset allocation.

It represents a portion of my asset allocation which I feel is more conservative.

Not exact matches

This means your asset allocation on the remaining portion of your investment portfolio needs to change or else you might have too much of your net worth exposed to equities.

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

At the outset, when the target date is many years away, each fund's asset allocation tends to be more aggressive, with a larger portion of the holdings in equities.

You may eventually consider getting back to your target asset allocation by rebalancing — in other words, by selling some of the fixed income portion of your portfolio and buying more stocks.

- the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..

This is because the strategy involves achieving your target asset allocation by selling a portion of the assets that have risen in price and buying more of the assets that have fallen in price.

On one hand you, have index investing which boasts solid arguments: - the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..

By placing a bitcoin investment into my retirement account, I'm adhering to an asset allocation «rule» that suggests I should have some small portion of my overall portfolio in «alternative investments.»

«Whenever a number of people contact me about the same subject I can be sure that many others are interested too,» Kirby begins, «My only quibble with these portfolio ETFs is that the equity portion has a tiny allocation to REITs (about 1 %), no currency hedging on the equity side and of course no opportunity to customize and use other assets such as GICs unless one wishes to do that separately.

Second, Nathalie worries that as she uses up the fixed - income portion of her RRSP, her asset allocation goes down to 50 % in fixed - income securities from 65 % today.

With regard to asset allocation, you may wish to start dialing back the stock portion of your portfolio a bit.

The Manager has contractually agreed to waive a portion of its management fees and / or pay the Allocation Fund's expenses (excluding taxes, interest, brokerage commissions, acquired fund fees and expenses, expenses incurred in connection with any merger or reorganization and extraordinary expenses such as litigation) in order to limit the net expenses of the Allocation Fund to 0.75 % of the Allocation Fund's daily average net assets.

In general, I am most comfortable with the asset allocation / diversified / hedging model (I engage in some timing and in more esoteric investments in a small portion of my portfolio just to get the extra kick) as a core approach though, to be more systematic about things.

Once a year sell a portion of the ETF that exceeds its asset allocation and use the funds to purchase the other ETF.

Composition: The Intelligent Asset Allocator Portfolio uses only Short Term US bonds to compose the bond portion of an allocation while splits up the equity portion across 7 asset claAsset Allocator Portfolio uses only Short Term US bonds to compose the bond portion of an allocation while splits up the equity portion across 7 asset claasset classes.

Asset allocation The fixed - income portion of his portfolio is set at 30 per cent, equal to his age as most financial advisers would recommend.

I'll assume that you have devised an asset allocation that is suitable for you and want to invest in the S&P 500 index for the US equity portion of your portfolio.

Although I consider my asset allocation as diversified, I use healthcare, biotech and technology as my less volatile portion of my portfolio.