Sentences with phrase «strategic asset allocation from»

The fund's web page makes it clear that «BlackRock Canada will review, and may adjust, XTR's strategic asset allocation from time to time, as market conditions change.»

Not exact matches

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

«We have this long - term strategic asset allocation and we decreased the split of Australia versus international shares from 60:40 to 50:50.

With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.

The strategic asset allocation now incorporates dynamic de-risking from age 25 to 85.

(For more from this author, see: What Is Strategic Asset Allocation?)

We invest in accordance with the investor's strategic asset allocation, and when the market carries asset - class weights away from their targets, we sell part of the overweighted ones (typically the ones that have appreciated) and we reinvest the proceeds into the underweighted asset classes (typically those that have depreciated) in order to bring the portfolio back to its strategic asset allocation.

I have heard that the case of Japan argues against deviating from a buy - and - hold strategy and instead changing one's strategic asset allocation in response to extreme market valuation levels.