Sentences with phrase «recommended asset allocation model»

Just complete the questionnaire, hit the submit tab, and a recommended asset allocation model by asset class will appear.

Recommend an asset allocation model suited to their personal needs and goals, based on the investment alternatives available in your plan

Not exact matches

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

For example, the most recent moderate asset allocation model portfolio recommended by the S&P Capital IQ Investment Policy Committee (see in the November 24, 2014 edition of the S&P The Outlook), consists of the following allocations:

Generally, your subscription will provide monthly updates to our asset allocation models and the recommended investments (mutual funds, ETFs).

This is the same asset allocation model as the actual VA model we recommend, but funded with benchmark indices (that can't be invested in).

For example, if there is a rally in Technology stocks the previous quarter, and the current month is a rebalancing month, then the percentage you're holding in the tech asset class will be more than recommended in the portfolio model allocation weighting.

This is also the answer to the question - «Why does the asset allocation software always recommend a few more percent in cash compared to the models, given the same risk tolerance?»