Sentences with phrase «specific allocation percentages»
Matt Hylland, our investment advisor, is invested in the same securities that clients are invested in, although specific allocation percentages may vary.
http://www.HyllandCapital.com/ Not exact matches
Rebalancing is the process of selling some assets and buying others to bring your portfolio in alignment with a target asset allocation, like a specific percentage of stocks and bonds.
A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.
Most other specific operating expenses as a percentage of total expenses have slight increases, most notably, allocation for technology expenses is up 2.1 %.