Sentences with phrase «total equity portion of a portfolio»

Not exact matches

The strategic portion of the portfolio is approximately 60 % of the total portfolio and is designed to hold core equity and fixed income investments.

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

So, if you have 60 % in equities, and the U.S. portion of equities is 40 % of the total portfolio, REITs should be no more than 10 %.

Allocation: The Core Four Portfolio focuses on the Total Stock Market Index, International All - World excluding US, and REIT index as the equity portion of the pPortfolio focuses on the Total Stock Market Index, International All - World excluding US, and REIT index as the equity portion of the portfolioportfolio.

Even in a portfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total poportfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total poPortfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total portfolioportfolio).