Sentences with phrase «recommended exposure to equities»

Not exact matches

This may sounds incredibly risky given my 5 year time horizon to retire at the age of 35 then you would be right — but she recommended that I diversify my equity exposure to include more international stocks (which I am doing more research on) and pull back on my bonds.

I would personally recommend you reduce equity exposure to 60 % total if and when there is a correction in the bond market, specifically muni bonds for tax purposes based on your income.

Since traditional measures of valuation are broadly overvalued, analysts who are recommending additional equity exposure tend to use P / E ratios based on future estimates for operating earnings.

Cass recommends they reduce Canadian equities to 30 % of their portfolio and invest in ETFs for U.S. and global equity exposure.

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 %.

In terms of what part of the portfolio should be reduced to add alternatives exposure, Skulpone generally recommends «funding this out of equities.»

Scott Puritz: Yes, we recommend that retirement investors be globally diversified and the best way to have equity exposure is through low - cost index funds.

I would not recommend a traditional endowment plan since it typically has high hidden costs and provide limited exposure to equities.