Sentences with phrase «stuck with their asset allocation»

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.

Finally, had this person stuck with their asset allocation plan and reallocated so that 25 % was in each of the 4 funds, they would have only had a loss of 4.25 % instead of 10.41 %:

Not exact matches

«The beauty of an asset - allocation approach is that it forces us to be disciplined investors as long as we stick with it,» Gatien said.

I've been pretty inactive for the past several years just sticking with index funds and asset allocation mixes.

As with all asset allocation decisions, the numbers matter much less than your personal disposition and ability to stick with the one you decide on.

For long - term investors, stick with your predecided asset allocation.

My plan to stick with my planned asset allocation is to try and ignore the daily market movements as much as possible.

As most of the investment research suggests, the investor is better off setting an asset allocation, in line with one's age and risk tolerance, and sticking with it.

The best way to protect yourself from the unexpected is to set a long - term asset allocation that fits your time horizon and risk tolerance and stick with it.

My plan is to stick with our target asset allocation for now.

Once you have an asset allocation that you're comfortable with, it's time to make sure you stick to it.

Once you find an appropriate asset allocation, stick with it no matter what the market does.

Determine an asset allocation that fits your risk profile, stick with low cost index funds and ETFs, and let the software do the work.

To build wealth and invest for retirement, you're much better off settling on a mix of stocks, bonds and cash that jibes with your risk tolerance (which you can gauge by completing this risk tolerance - asset allocation questionnaire) and largely sticking with that mix through good markets and bad.

If you do, then you're just stuck with US equity risk, which defeats the whole purpose of asset allocation / diversification.

The specific asset allocation plan you choose is often less important than your ability to stick with it.

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

If you want to keep things simple, including your asset allocation, then I'd recommend sticking with low - cost index mutual funds.

In short, if you stick with your target asset allocation and rebalance annually, you'll always be fine.

Most Advisors still advocate for an archaic long - term investment approach called «Strategic Asset Allocation», which suggests that an investor should decide on a basic allocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maAllocation», which suggests that an investor should decide on a basic allocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maallocation to stocks, bonds, and cash, and then stick with this allocation over the long - term, no maallocation over the long - term, no matter what.

Then, whatever asset allocation you come up with, you stick with it.

If this is so, stocks are an equally appealing asset class at all times and stock investors should at all times stick with the stock allocation that is right for someone in their financial circumstances and possessing their tolerance for risk.

So, it is better to stick to a long - term asset allocation strategy in line with your goals across at various periods.

The book walks investors through the elements of managing their finances for the long term: how they can determine an appropriate asset allocation for their situation, devise a savings plan, stick to it through automation, track their investments, and deal with the inevitable issue of taxation.

You can also keep your obsolete variable annuity or variable life insurance product, and then use asset allocation modeling techniques to optimize its performance, using only the existing subaccount choices that you're stuck with.

With a focus on developing good processes to minimize human error and providing step - by - step instructions, the book will walk you through the elements of managing your financial future: how to determine an appropriate asset allocation, devise a savings plan, stick to it, track your investments, and deal with the taWith a focus on developing good processes to minimize human error and providing step - by - step instructions, the book will walk you through the elements of managing your financial future: how to determine an appropriate asset allocation, devise a savings plan, stick to it, track your investments, and deal with the tawith the taxes.