Sentences with phrase «similar asset allocation»

You could also benchmark against active fund performances of 1, 3, 5 and 10 year periods with similar asset allocations.

My wife has a very similar asset allocation as me and has kept it very simple.

My wife has a very similar asset allocation as me and has kept it fairly simple.

My wife has a very similar asset allocation than me and has kept is very simple.

Vanguard shareholders, on the other hand, pay the company only $ 138 million to manage $ 82 billion in funds with similar asset allocations and levels of risk.

We can also buy REITs or physical property to create a similar asset allocation to the endowments.

For those who can not take the effort (basically, you are lazy) to maintain a similar asset allocation may be better off using an MIP.

With that combo, you're guaranteed to outperform most other investors with a similar asset allocation, because their results will be dragged down by their higher investment costs.

Let's remember that if your mutual funds have a similar asset allocation to the new portfolio you've planned, this is a non-issue: you're not changing your market exposure at all if you're moving from a high - fee Canadian equity mutual fund to Canadian equity ETF.

No assumptions should be made that similar asset allocations will be profitable, suitable, or perform as indicated above.

However, when you compare the ING Streetwise Funds to the cost of building a similar asset allocation yourself using TD e-Series Funds, it is very clear the TD e-Series funds are far less expensive.