Sentences with phrase «very similar asset allocation»

My wife has a very similar asset allocation than me and has kept is very simple.

My wife has a very similar asset allocation as me and has kept it fairly simple.

My wife has a very similar asset allocation as me and has kept it very simple.

Not exact matches

A rotation strategy is very similar in approach to tactical asset allocation, but rather than asset classes, the investor will allocate his funds to different sectors depending on his short - term view.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

Look at the historical returns of the no - load mutual fund models, the graphs on the demo, and the main asset allocation page and compare (the track record on the asset allocation page is for the Fee - Based Aggressive model (or the Fee - Based Moderate Model Portfolio when markets are down) but they're very similar to the no - load models).

Asset allocation is very similar.

However, when you compare the ING Streetwise Funds to the cost of building a similar asset allocation yourself using TD e-Series Funds, it is very clear the TD e-Series funds are far less expensive.