Sentences with phrase «same asset allocation»

Let's say there is a 50 % correction in the stock market for a 75 - 89 year old who displays the exact same asset allocation profile above with a 62 % allocation in stocks.

This illustrates how two investors with the exact same asset allocation and glide path strategy can have two vastly different outcomes just based on the sequence of the returns they experience.

Both Mastracci and Heath have been in the business a long time and have many seen clients show up at their doors for the first time with the same asset allocation in both registered and non-registered accounts.

You should compare American Funds return to indexes containing the same asset allocation and see if they still «beat the index».

The Masons should continue contributing $ 300 per month to the family RESP for each of the children using the same asset allocation as their TFSAs.

This includes the same asset allocation, glide path, and underlying funds.

I have used the same asset allocation mix for over the past 15 years.

Many investors have the same asset allocation across all their accounts.

And of course if you're in e-series or Canadian - domiciled ETFs then you can just have the same asset allocation across all accounts and sidestep the issue.

Both groups were also asked about their performance relative to a benchmark made up of the same asset allocation.

If you're buying a balanced fund, make sure to compare funds that have the same asset allocation.

Based on those emails, one of the most common portfolio - construction mistakes is the desire to hold the same asset allocation in each account (IRA, 401 (k), taxable, etc.), even if doing so results in higher costs, complexity, and taxes.

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.

Index funds use the same asset allocation idea and consist of a portfolio of different securities that either replicates or resembles an existing, known market index or follows an fund's own proprietary index.

In other words, your experience will be very consistent with that of any other diversified investor with the same asset allocation, no matter which specific investments they choose.

Joel Dickson: Yes, oh, I'm definitely doing the catch - up contributions; but I still have the same asset allocation I've had my entire working career.

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).

Maintain this portfolio through all market conditions: Markets do not remain at their current levels for long, yet a portfolio should be maintained at roughly the same asset allocation through all market conditions.