Sentences with phrase «relatively conservative investment»

This is a relatively conservative investment strategy that aims to generate higher yields on the overall portfolio.

If you choose relatively conservative investments, you're likely to have gains that are more similar to a whole life insurance policy's cash value, but whole life insurance policies will have lower fees.

They are relatively low risk and represent relatively conservative investments.

If you choose relatively conservative investments, you're likely to have gains that are more similar to a whole life insurance policy's cash value, but whole life insurance policies will have lower fees.

Not exact matches

Putting $ 24,500 per year into a 401 (k) for 10 years would leave you with an additional $ 308,000 for retirement if your investments generate a relatively conservative 5 % average annual return.

Whole life policy returns are conservative and based upon the insurance company's pool of extremely conservative investments and thus are guaranteed at rates which have been relatively consistent over the last 200 years.

A; «Core and explore» is when you have «core» investments that are relatively conservative and perhaps passively managed, complemented by «explore» investments that are riskier and may be actively managed.

For example, if you put 50 % of your investments in GM bonds 15 years ago, you have to be a bit uncomfortable at the moment even if you have a relatively conservative 50 - 50 split between bonds and stocks.

A conservative portfolio is relatively safe from investment risk (although there's no guarantee it won't lose money).

That would give me an estimated asset allocation of 65 % stocks to 35 % bonds — which seems about what most would suggest as I'm relatively conservative in my investments, and the bond allocation roughly matches my age (put your age in bonds!)

As an example, contributing $ 300 every month for 35 years will give you an ending balance of over $ 400,000 if your investments generate a relatively conservative average annual 6 % return.

Surprisingly, significant and comparable benefits accrue for investors choosing to follow investment strategies that are both relatively conservative and aggressive.

The investment features a relatively conservative...

A recent study by Watson Wyatt, a U.S. investment consulting firm, looked at a variety of shorter - term horizon target - date funds and discovered that the amount of their portfolios invested in the stock market ranged anywhere from a relatively conservative 32 % to a very risky 80 %.

FBD's investment return was no surprise, but the higher COR held back Return on Equity a little... However, I think we can count on FBD to be relatively conservative in their guidance, so if I extrapolate we should still be looking at a 16.5 % + RoE — not far off the 18 - 20 % I might have expected.

If you're hoping to stuff premiums into your policy and treat universal life as an investment to make a lot of money, you may not get the yields you're looking for, as interest rates are relatively conservative.

Whole life policy returns are conservative and based upon the insurance company's pool of extremely conservative investments and thus are guaranteed at rates which have been relatively consistent over the last 200 years.

North Carolina, a conservative and relatively poor state, made that investment over the last 25 years, and continues to invest so the state can have a fully degreed ECE workforce.

For anyone following Warren Buffet's investment journey, one thing is clear: rather than investing in the latest fads, Buffet's company, Berkshire Hathaway is relatively conservative when it comes to investing in new tech companies.