Sentences with phrase «very small allocation»

Very small allocation justified, if all all, given the perilous track record rare earth miners have left behind for forensics.

Not exact matches

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!
I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.
Local norms are useful for resource allocation, but they can be confusing for parents as they are directly connected to a very small comparison group.
Starting with a small stock allocation and adding to it very gradually assures you that your stocks have grown before you allow them to dominate your portfolio.
You can diversify further by adding a small allocation to gold, which has a very low correlation with both stocks and bonds.
You might not have your desired asset allocation at all times, but if you portfolio is very small then that probably doesn't matter that much.
Dynamic Asset Allocation (DAA) is also very easy and cost - effective to start with a small portfolio, although the commission costs incurred will be somewhat higher because DAA requires some trading throughout the year.
Whenever stocks fall into a more reasonable range of valuations, P / E10 below 17, the downside risk is very small and a high stock allocation is compelling.
Dear Hemant, If you are investing for very long - term, you may take out one Large - cap fund and increase the allocation to Diversified & small / mid-cap funds.
This makes for very consistent investment returns — add in a nice bump from their (small) equity allocation, and diluted EPS (of 131 cts) held up well vs. a decline in operating earnings (to 136 cts).
We would be very close to adding a small stock allocation as valuations fall.
We will do our very best to give your contributions the attention they deserve and our small team will personally handle the allocation of all rewards.
As I noted previously, there are many puzzles in the allocation of sites to urban and rural with many «urban» sites seemingly being at best very small towns and, in some cases, rural themselves.
Like endowment and ULIP plan, in child insurance plan a part of the premium paid goes towards paying the life coverage and the rest amount in invested in various investment instruments like equity, debt, etc. however, the portion deducted towards investment is very small, as the insurer deducts the premium allocation charge beforehand.
a b c d e f g h i j k l m n o p q r s t u v w x y z