Sentences with phrase «relatively higher allocation»

So you should therefore have a relatively higher allocation to equities.

For those of us who are older, our asset allocation should be such that we can tolerate significant stock market losses without threatening our financial survival; i.e., most of us should have a relatively high allocation to fixed income (bonds and cash).

Not exact matches

While higher rates may cause investors to reconsider their bond allocations, they may provide relatively stable income and act as a diversifier in times of market stress.

Despite the lower allocation for small capitalization stocks, this percentage is relatively high given the relative size of that market segment.

Bonds are also a relatively safe investment, so a low - risk allocation should have more assets in the bond market and less in the higher risk, higher return stock market.

If you are a relatively high net - worth investor with a large fixed - income allocation in IRA accounts, you might consider opening up IRA CDs at each of the institutions mentioned here, up to the maximum federal insurance limits.

For starters, the bond component of the Vanguard asset allocation ETFs is likely to be quite tax - inefficient, so it's best not to use these products in non-registered accounts if you're in a relatively high tax bracket.

Moreover, with these life cycle portfolios, relatively little is contributed when the allocation to stocks is high, since earnings are relatively low in the younger years.

His insurance companies have relatively low underwriting leverage, but they benefit from high allocations to stocks.

If one takes historical emissions into account, one could argue that an EU or U.S. individual exceeded a fair allocation of carbon emissions long ago, whereas Chinese individuals have not yet come close to using up their fair share (because their high emissions rates began relatively recently and because China is supporting a larger population).

The UBS - Campden Research report attributes that attractive gain to relatively lower allocations in real estate in favor of higher allocations in equities and private equity.

With stock valuations relatively high now, this suggests starting retirement with a low allocation to stocks — as low as 30 percent — and taking withdrawals from the fixed - income part of the portfolio so that, in effect, you'll take on a higher equity allocation over time, he says.