Sentences with phrase «pretty aggressive portfolio»

«That'd be a pretty aggressive portfolio.»

Sally Brandon — Well we had her retirement account that we were managing and she was in a pretty aggressive portfolio but there was a little bit more room to take on a little bit more equity exposure.

Not exact matches

One of the reasons we're pretty okay with this idea is that though we'd be giving up some of the compounding, the required distributions would still be small enough that a reasonably aggressive portfolio would outperform it.

To return to our example of replacing a # 25,000 salary with passive income, if I invested mainly in shares and rental property and only diversified the portfolio into fixed income such as bonds in my final years of saving, I'd plan on investing around # 7,000 a year into shares for 25 years, assuming a pretty aggressive inflation - adjusted annual return of 7 %.

Thus a 75/25 portfolio (pretty aggressive) of 50 % S&P 500, 6.25 % each in the 4 fixed income assets, and 6.25 % in the 4 other assets mentioned would have been down 8.1 % in the earlier downturn.