Sentences with phrase «setting allocation ranges»

It makes sense to have some parameters, so your portfolio does not veer toward being too aggressive or too conservative, but consider setting allocation ranges that allow you to adjust to changing conditions, rather than sticking to one allocation no matter what conditions dictate.

Not exact matches

Morgan Stanley has set - up sales and trading platforms specifically to ensure that a broad range of retail investors have access to new issue allocations and to the most liquid green bonds in the secondary market.

Another set of big - ticket Cuomo priorities was already baked into this week's budget «extender» bill: nearly $ 15 billion in capital appropriations for purposes ranging from basic infrastructure (highways, transit) to a $ 400 million second phase of Cuomo's Buffalo Billion initiative, a $ 700 million «community healthcare capital investment» in Brooklyn, and more 8 - figure allocations to the kind of «economic development» programs that have failed to rejuvenate Upstate.

Most federal education funding formulas allow states to set aside, or reserve, a small portion ranging from 1 percent to 5 percent of state allocations to implement programs and support districts.13 Even though 95 percent to 99 percent of funding flows to school districts, these set - asides are a significant source of SEAs» revenue.

The primary objective of the Fidelity Fund Portfolios — Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub) set of Fidelity's Target Asset Mixes (TAMs).