Sentences with phrase «similar asset allocations»

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.

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.

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.

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.

Not exact matches

My key questions then are: is the first - order benefit gained from applying McClung's drawdown and portfolio allocation strategy rather than annual rebalancing to fixed asset proportions; and is modifying a globally diversified market cap portfolio to a Triad (or similar) portfolio necessary to benefit from McClung's strategy or is the global cap portfolio likely to be adequate and the required changes only offer second - order benefits?

A sector rotation approach is similar to tactical asset allocation, where investors will allocate their funds to those asset classes which they believe will outperform in the relative short term.

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

Since December «17 I drastically pared back on my equity allocation (to only 25 % of my overall asset allocation) and reinvested in real estate Crowdfunding, similar to you with the proceeds from your SF house sale.

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?

Chris: Our smaller portfolios are have allocations similar to yours and I wouldn't worry too much about adding more asset classes at this point.

A brief background: The first TDF was introduced in March 1994 by Wells FargoWFC, -0.81 % and Barclays Global Investors BCS, -0.42 % Their goal was to help the operators of 401 (k) and similar plans persuade participants to manage their asset allocations over time.

Not an investment or robo - advisor, FeeX suggests only similar funds based on their category and asset allocation mix.

My Chicago colleague and friend Brian Gilmartin provides similar advice on asset allocation.

Instead, we utilize an adaptive methodology similar to William Sharpe's adaptive Asset Allocation style based on the understanding that market values and risks are dynamic.

Hey guys, I'm thinking about creating an app for this exact problem and wondering if you guys think its a good idea or not... It would be similar to the spreadsheet above where you would add all your accounts, asset classes and desired allocations (only easier because it wouldn't be a spreadsheet).

The Ivy Portfolio, by Mebane Faber and Eric Richardson, describes how Yale and Harvard use an asset allocation model that is broadly similar the Couch Potato strategy.

Q: I'm wondering if in this low - rate environment, a dividend equity ETF (an ETF in consumer staples that pays dividends) or other similar products can replace some of the bond portfolio in an asset allocation?

By looking at asset allocations at different funds that have a similar time frame as yours, you can have an idea on making up your own plan.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

My portfolio is quite similar to your Sleepy Mini Portfolio with a few variations in asset allocation.

Escape Velocity — in terms of asset allocation (and rebalancing), I like to lump together any accounts or money that has similar time horizons.

So the smart strategy is usually to choose a reasonable asset allocation (like the Couch Potato or similar approach) and stick with it.

Further, the authors could study how the minimum allocation differs between an investor with two or three basic asset classes in their portfolio and a similar investor with a portfolio diversified across six or seven asset classes.

Because the SPDR SSgA Active Asset Allocation ETFs are actively managed, they are therefore subject to the risk that the investments selected by SSgA may cause the ETFs to underperform relative to their benchmarks or other funds with similar investment objectives.

We believe an age - appropriate allocation to bonds provides a similar boost to the likelihood you will have sufficient assets in retirement.

Given these variables, here are three different, though similar, opinions on how we should all set our asset allocations.

The asset sold is then replaced with a similar asset to maintain the portfolio's asset allocation and expected risk and return levels.

The asset allocation of the 8.8 million 401 (k) plan participants in the consistent group was broadly similar to the asset allocation of the 24.9 million participants in the entire year - end 2014 EBRI / ICI 401 (k) database.

Look at the historical returns of the no - load mutual fund models, the graphs on the demo, and the main asset allocation page and compare (the track record on the asset allocation page is for the Fee - Based Aggressive model (or the Fee - Based Moderate Model Portfolio when markets are down) but they're very similar to the no - load models).

If I didn't have anything saved yet, I'd either start with a lifecycle / target - date fund for my retirement, or with a portfolio of broad mutual funds and index funds with an asset allocation similar to one you'd get in a lifecycle fund: some stocks and some bonds.

Asset allocation is very similar.

When Lamm announced his impending retirement in 2001, the school had an aggressive allocation to risky assets, with 46 percent of its endowment in a category labeled «alternative investments,» primarily hedge funds, private equity, and similar risky investment vehicles — a risk that was partially balanced by keeping fully 42 percent of the portfolio in U.S. Treasuries.

The Company reserves the right to suspend the Allocation, reallocation and / or cancellation of Units under extraordinary circumstances such as extreme volatility of assets, extended suspension of trading on stock exchange, natural calamities, riots and other similar events or force major circumstances.

In order to assist with the allocation of the marital estate, including marital assets or liabilities, it is likely a professional from the financial sector — such as a financial planner, investment advisor, or a similar finance professional — will be involved.

With capital allocations to real estate growing (JLL forecasts growth from $ 700 billion to over $ 1 trillion within a decade), pressure is growing for real estate to have similar transparency as other international asset classes.

Similar to The Wellington, this research - led acquisition demonstrates our disciplined capital allocation through the purchase of value - add, urban - infill multifamily assets with strong income growth potential at a significant discount to replacement cost.