Sentences with phrase «rest in a balanced portfolio»
✓ If you have a reasonable size mortgage and can stomach it, pay only the minimum on your mortgage and invest the rest in a balanced portfolio.
http://www.moneysense.ca/ Not exact matches
As an example, assume that you want your portfolio to overweight the energy sector by 6 %, and have the rest in the balance of the S&P 500.
Adding in the rest of the portfolio, the new continuing withdrawal rate is 5.3 % (= 5.5 % * 0.8 +0.9 %) of the original balance (plus inflation).
Just remember, a balanced portfolio is based on asset classes, not social goals, so keep that in mind in making the holdings in any of these ETFs work strategically with the rest of your money.
The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.
Balanced funds, however have a minimum of 65 percent of portfolio invested in equities, while the rest is invested in debt and money - market instruments.