Sentences with phrase «recommended allocation mix»

In other words, there is no calculation tool for determining a recommended allocation mix based on any client life factor.

Not exact matches

Recall that the tactical asset allocation I've recommended for the start of 2012 is a 5/50/45 mix (5 % cash, 50 % fixed income, 45 % equities), and this is what I suggest for the typical income investor.

Then your advisor will recommend your sub-asset allocation mix, or how your assets are divided within your stock and bond allocations.

But if your portfolio varies dramatically from the recommended one — say, a difference of 10 percentage points or more in stock allocations — you'll have to decide whether to bring your portfolio in line with the recommended mix or stick with an allocation that may be pushing the limits of your risk tolerance.

You can then compare the stocks - bonds mix of the recommended portfolio to your current allocation.

You can arrive at such a portfolio by completing an asset allocation - risk tolerance questionnaire that will recommend an appropriate mix of stocks and bonds based on your investment goals and appetite for risk.

By spending just 10 to 15 minutes with this risk tolerance - asset - allocation tool, you can come away with a recommended mix of stocks and bonds that can help you invest your retirement savings in a way that makes sense given your tolerance for risk.

By clicking on the link that says «Compare your percentages with other allocation mixes,» you can see how your recommended mix as well as many others both more conservative and more aggressive have performed in a variety of market conditions in the past.

Most financial advisors will recommend a mix of fixed - term bonds, alongside stocks, in order to ensure proper asset allocation and more consistent and predictable earnings from your investments.

You can get a recommended mix by going to the Investor Questionnaire - Allocation Tool in RealDealRetirement's Toolbox.

If you click on the link that says «other allocation mixes,» you'll see how your recommended portfolio as well as other blends of stocks and bonds have performed over the long term as well as in good and bad years.

Any allocation mix that is essentially something a software «algorithm» or adviser thinks will better suit one's needs is recommended to replace the Current mix - we call Guideline.

With the asset allocation calculator, the currently - held investment mix is then compared to the recommended mix of asset classes.

You're just showing what the proposed asset allocation mix would look like that you'd recommend.

• Then after copying and pasting the Current section into the Proposed section, you'll shuffle investments around in the Proposed section to move their portfolio as close as you want to the recommended asset allocation mix.