Sentences with phrase «recommended equity allocation»

Siegel states that: «The recommended equity allocation increases dramatically as the holding period lengthens.

The same comparison of recommended equity allocation can also be used to evaluate a hybrid QDIA vehicle — one for which a target - date fund (TDF) is used for the younger demographic then participants would move to a managed account at a certain age.

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.

The investment bank's so - called Sell Side Indicator measures the average equity allocation recommended by its fellow Wall Street bank peers.

The generation with the largest chunk of savers holding equity stakes at least 10 percentage points above Fidelity's recommended allocation for their age is baby boomers, coming in at 26 percent.

'' [Bank of America Merrill Lynch's] Sell Side Indicator, which tracks Wall Street Strategists» average recommended allocation to US equities, currently sits at just 52 %,» Subramanian notes.

Ruedi recommended the Vanguard Total Stock Market (VTSMX) Index Fund for boomers» equity allocation; it provides a low - cost, safe investment option with a reliable delivery of return.

Our interest - rate outlook is benign for equities, and we recommend market - weighting Information Technology allocations.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

A passive investing champion like Larry Swedroe would generally only recommend a 90 % equity allocation if 15 years or more of investing lies ahead of you.

We recommend an above - average allocation to international equity investments.

In sum, an explicit allocation of close to 30 % of the equity portfolio to foreign securities, which on average experts recommended, may be on the high side.

My reason for converting to an all - equity portfolio was the hope that our readers would understand that we were not recommending an all - equity portfolio as the ultimate personal asset allocation for all investors.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portfolio.

To demonstrate the framework, Idzorek explains, the team first ran a hypothetical plan of 10 participants of different ages through Morningstar's managed account engine to come up with a recommended allocation to equities.

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

Due to the limitation of other indexes, which were excluded from this illustration due to their shorter time periods, the allocation represented may be more general than an actual recommended allocation (for example, it may exclude particular styles and subsets within equity and fixed income).

I don't recall ever reading a Bernstein recommendation for a 25 % equity allocation other than the table I referenced in which he recommends 30 % equity for extremely risk - averse investors who could tolerate no more than a 10 % bear market loss or 20 % for a 5 % loss.

Check out «Stocks for the Long Run» for one example of the use of margin over the long term — there is a chart in there with recommended equity exposures — it is interesting to note that for younger investors, the suggest allocation to stocks is greater than 100 %.

We are recommending our clients maintain their target allocations with an emphasis on international equities, the alternative asset class, and short - duration fixed income.

Working with your current allocation, I'd recommend holding all of your fixed income in your RRSP and TFSA, and your equities in the non-registered account.

I typically recommend that equity partners absorb the highest allocation of overhead with paralegals absorbing the least.