Sentences with phrase «stable asset allocation»

Use this to study the dependability of a portfolio over time, to find a stable asset allocation that reliably met its goals, and to serve as a reality check before trusting a tempting but potentially deceptive historic average with your life savings.

If this is true, there is no stable asset allocation.

Once our contribution slows down, we'll move to a more stable asset allocation with less stocks, but for now most of our portfolio is in stock.

It seeks to maintain a stable asset allocation that emphasizes bonds and short - term investments, along with some exposure to domestic and international equities.

Not exact matches

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

However, when equity market volatility increases to a point that makes us uncomfortable, it is often this stable part of our portfolio that quells the inclination to make rash decisions, allowing us to stick with our asset allocations when times get tough.

Furthermore, as most investors require fixed income exposure for income, liability management or to diversify the downside risk in their portfolios from equities, the asset allocation of the portfolio should be set with an eye to delivering a stable, absolute return over time.

Bonds have an important role in any asset allocation portfolio since they provide stable income, have low relative volatility and provide a useful hedge against market downturns.

Later, you might obtain a «rebalancing bonus» when / if that asset class reverts to its long - term (and «very stable») value, but then you might instead obtain a «rebalancing charge» if the asset class was overvalued when you first established your allocation.

Asset allocation can involve diversifying * investments with some that are traditionally more stable and others that are more risky but offer greater potential returns.

In stable, growing markets, investors can benefit from diversified asset allocations.

However, asset allocations tend to be relatively stable because they are tied to your relative investment risk tolerance, which tends to be more stable.

The target volatility model uses dynamic asset allocation to achieve a stable level of volatility.

It is my growth and stable portion of my asset allocation.

I have designed defined contribution plans, created stable value products, done asset allocation for defined benefit [DB] plans, terminal funding, and other incidentals.

Keeping in mind her discomfort with risk and the probability that she will need her money to help her mother, Judy decided on the following asset allocation: 40 % stock funds, 40 % bond funds, plus 20 % in guaranteed investment certificates (GICs) or stable value funds.