Sentences with phrase «same model allocation»

Not exact matches

Unlike the asset allocation models, which are a unique money tools that you can't get anywhere else, most all comprehensive asset allocation software sort of performs all of the same basic functions.

This one dynamic actively - managed asset allocation model uses exactly the same shell (and investment strategy), but the difference is the asset class weights are subject to change monthly based on market timing forecasts.

When I was designing the calculator with its co-developer (John Walter Russell), we came to the conclusion that it would be good to show aspiring retirees how they can in some circumstances retire sooner by lowering their stock allocations (under the Buy - and - Hold Model, stocks are always the best investment choice because return expectations are always the same in a world of random - walk prices).

We used the same allocation as the Moderate or Aggressive Model, but funded with benchmark indices.

On average you earn the same, but typically you fall below the consistent asset allocation model's return.

This is the same asset allocation model as the actual VA model we recommend, but funded with benchmark indices (that can't be invested in).

This is also the answer to the question - «Why does the asset allocation software always recommend a few more percent in cash compared to the models, given the same risk tolerance?»

These concepts are the same as the asset allocation models discussed on the Model Portfolios page.

• These same asset allocation model concepts can also be used with variable annuities, variable life insurance (VUL), 401k / 457 / 403bs, 529 plans, and with just one mutual fund family like we do for American Funds (or using as many fund families as you want).