Sentences with phrase «same as the asset allocation»

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

Not exact matches

Peter Chiappinelli, a member of the asset allocation team at GMO, points out that bonds moving in the same downward direction as stocks «has happened before and will happen again.

Obeying the robot overlord Asset allocation often begins with an online tool that asks questions such as, «If your stocks lost 10 percent, would you sell, stay the same or buy more?»

So long as your portfolio as a whole satisfies your asset - allocation goal, it may not be necessary for every account to be allocated the same.

Stay the course and keep buying VTSAX on the cheap and at the same time adjust your asset allocation slowly into bonds as you get older.

Also like you (being about the same age that is), my asset allocation has become more conservative as the years have gone on.

Note that the Portfolio Management Rating is the same as a stock rating except that it incorporates our rating on the fund's Asset Allocation.

If instead you chose to fully diversify your equity investments across 10 different equity asset classes as I described in the asset allocation article referenced above, here's the same information.

How does asset allocation work in a depression (the same terms used this time to describe the economic downturn are similar or exactly as those used in the 1929 downturn) when millions of people have lost significant value?

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

Pro-Blend Conservative offers many of the same attractions as Vanguard STAR (VGSTX) but does so with a more conservative asset allocation.

Susan decides to rebalance her portfolio so the asset allocation is the same as when she started.

A one - time financial «advice» provided 25 years ago (i.e. «I recommend that you should buy this great fund [on which I get a commission]») is not the same as continuous advice on asset allocation (typical with passive investments) provided over the 25 year period.

Regardless of the asset allocation you choose, as an early retiree you need to keep in mind that while their retirement timeline is different than most of the world, Mr. Market still moves the same for everyone.

To return to the original proportions, Susan decides to rebalance her portfolio so the asset allocation is the same as when she started.

«Whenever a number of people contact me about the same subject I can be sure that many others are interested too,» Kirby begins, «My only quibble with these portfolio ETFs is that the equity portion has a tiny allocation to REITs (about 1 %), no currency hedging on the equity side and of course no opportunity to customize and use other assets such as GICs unless one wishes to do that separately.

They also use practices such as «tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

Also like you (being about the same age that is), my asset allocation has become more conservative as the years have gone on.

It's called Valuation - Informed Indexing Is Not the Same Thing As Tactical Asset Allocation.

In the same way, a successful retirement plan outlines effective strategies in various areas such as saving, cash flow, and asset allocation.

Last time, in The Smoother Path to Wealth, we did much the same and we discussed the concept of Asset Allocation a bit as well.

I have pre-programmed the spreadsheet with the three versions Global Couch Potato, as well as the ING Direct Streetwise Balanced Fund, which has the same asset allocation.

So paying attention to risk profile is same as paying attention to asset allocation, indirectly?

The thread was launched to explore research by Wade Pfau (Associate Professor of Economics at the National Graduate Institute for Policy Studies in Tokyo, Japan) showing that Valuation - Informed Indexing beat Buy - and - Hold in 102 of the 110 rolling 30 - year time - periods now in the historical record and that long - term timing provides comparable risk and the same average asset allocation as a 50/50 fixed allocation strategy but with much higher returns.

The asset allocation for a 26 - year - old is not going to be the same as a 56 - year - old.

They found that asset allocation alone was found to explain about 94 % of the variation of returns (not the same as the absolute value or total return) of any particular fund.

This is pretty much the same as a few of the «adaptive asset allocation» algorithms» being published recently.

Meanwhile, market timing provides comparable risks and the same average asset allocation as a 50/50 fixed allocation strategy, but with much higher returns.

In the real world, 50 - 50 asset allocation isn't the same thing as a risk - free return, but it does offer a smoother ride than trying to pick this month's winning category.

Different funds may have different names for their portfolios and asset allocations may not be the same as ours.

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).

Asset location without adjusting for the tax effects of your RRSP: split your asset allocation up, using only nominal values (i.e. treat a dollar of bonds in your RRSP the same as a dollar of bonds in your TFSA or non-registeAsset location without adjusting for the tax effects of your RRSP: split your asset allocation up, using only nominal values (i.e. treat a dollar of bonds in your RRSP the same as a dollar of bonds in your TFSA or non-registeasset allocation up, using only nominal values (i.e. treat a dollar of bonds in your RRSP the same as a dollar of bonds in your TFSA or non-registered).

• 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).

A strategic asset allocation would have had the same percentage allocated to equities when they were selling at historically expensive prices compared to earnings as when they were selling at a fraction of those prices a few years later.

In conservative allocation, the asset allocation is same as in monthly income plans with 20 % allocation to equities.

At the same time, they must take overall responsibility for how the fund is constructed, looking at the bigger picture and considering issues such as asset allocation.