Sentences with phrase «stock allocation»

I collected baseline data with fixed stock allocations of 0 %, 30 %, 50 %, 70 % and 100 %.

Also, I've seen a number of studies which argue that those near retirement should maintain high stock allocations in order to maximize their expected wealth.

Both strategies call for high stock allocations when prices are at low or fair - value levels.

It is OK to start out with high dividend stocks from quality companies with stock allocations between 0 % and 100 %.

The big benefit of VII is that it gets you to a lower stock allocation when a stock crash is coming.

Individuals may prefer lower stock allocations in case they need cash to exploit buying opportunities and / or to handle emergencies.

Given that that is so, it just does not make sense to go with a high stock allocation at times when stock prices are where they were from 1995 through 2008.

I looked at fixed stock allocations of 60 %, 80 %, 90 % and 100 %.

But I generally recommend that the typical middle - class investor go with a 20 percent stock allocation even at times when stock prices are insanely high.

I kept getting the same high stock allocation for conditions that applied in the past, but not today.

The historical sequence method also allows you to vary stock allocations in accordance with valuations.

Taking it one step further, the advanced investor will want to expand into international stock allocation as well.

I added to and reduced stock allocations regardless of how well the portfolio was doing.

The best stock allocation for today is around 60 %.

I was believing that there could be a max limit of stock allocation by the company.

That is with a 100 % stock allocation even today.

It also calculates the optimal stock allocations to reach the final percentage that you specify.

See for yourself why we believe now is the time for investors to rethink international equity exposure and consider increasing international stock allocations.

If you're really looking for the foreign stock allocation sweet spot, finance theory points to 30 % as the magic percentage.

You may prefer to start with a lower initial stock allocation, which leaves you with the ability to pick up bargains in the future.

Their plan would likely be to return to their normal stock allocation after the next bear market passes.

A fifty percent stock allocation makes sense at today's prices.

We lose very little when we make the minimum stock allocation equal to 25 %.

In contrast to the assertions, a fixed 50 % stock allocation does better.

[The best intermediate stock allocation (when there was only one intermediate allocation) from a previous survey using commercial paper was 40 %.

I suspect in the next year I will increase this to 5 % while decreasing overall stock allocation to 60 %.

I maintained a minimum stock allocation close to 20 %.

It is on par with a much heavier stock allocation with significantly less risk.

We would be very close to adding a small stock allocation as valuations fall.

There is no one stock allocation that makes sense both when the most likely long - term return is 15 percent real and when it is a negative 1 percent real.

One of the reasons why I like a market cap weighted stock allocation is because it's a momentum strategy.

In contrast, maintaining a 50 % stock allocation required constant attention just to maintain percentages.

These days, most funds / products are smart enough to restrict individual stock allocations to a specific max.

I held off heavier stock allocations until valuations had improved considerably.

These conditions show us the impact of limiting out maximum stock allocation to 75 %.

How can you get from here to your target stock allocation?

This last calculation doesn't make a traditional portfolio with its high stock allocation look nearly as attractive as is claimed.

I consider these two to be part of my growth dividend stocks allocation.

But really loading up on stocks, say, going to 90 % in equities, didn't boost the chances any more than more modest stock allocations of 30 % to 60 %.

Make no mistake, the benefits for hanging in with a very heavy stock allocation over the long run can be substantial.

You just have to stick with your same old stock allocation and let things work themselves out.

One of the risks of going with excessive stock allocations is that you will pull out of stocks (in part or in whole) after suffering the big hit.

The highest stock allocation yields the highest return but also requires taking on the greatest amount of risk.

I examined stock allocations of 20 %, 50 %, 80 % and 100 %.

But while higher stock allocations help on that score, there's a limit to what they can do.

How much does a simple change to optimize bond and stock allocation like this affect the value of your investment portfolio?