Sentences with phrase «what percentage of their assets»

Real clients want to know the specifics: «What percentage of my assets can I safely take out this year and still be able to provide for my spouse and me each year for the rest of our lives?»

The question remains as to what percentage of assets should be placed in a guarantee.

Here's a list of the average equity mutual fund and what percentage of assets each of these fees takes out of the investment:

What percentage of your assets do you want to give each one?

So many times people get caught up in simply determining what percentage of assets that they should receive in the divorce process.

Also, the banks are very active, although that varies from market to market and bank to bank, depending on what percentage of their assets is in real estate at the moment and where they want to get that percentage to.

Not exact matches

It is not clear what percentage of metal held in Henry Bath was owned by JPMorgan's traders, but it was high enough to alarm the Federal Reserve and to make it difficult for JPMorgan to classify the asset as a strictly passive investment.

«Banks will value your asset below what you think the value should be, and then they will only lend up to a certain percentage of the value of the asset.»

Find out what each asset class is as a percentage of your net worth and calculate what each new investment is as a percentage of your investable assets and net worth.

I like the idea of the Target Retirement Funds, but I also like to know exactly what my asset allocation is in a given year.How will I be able to calculate the percentage split each year when the fund merely mentions a «glide slope»?

Portfolio allocation involves determining what percentage of a portfolio should be allocated to each asset class.

A balanced investment portfolio should contain a mix of asset (investment) types, but what percentage of your portfolio should each account for?

Figure out what types of asset classes you'd like represented and what percentages they should represent in your mix.

For example, if US CPI inflation data come in a tenth of a percentage higher than what was being priced into the market before the news release, we can back out how sensitive the market is to that information by watching how asset prices react immediately following.

The exact breakdown of your portfolio, and what percentage is taken up by each asset class, will depend on your risk tolerance and timeline.

Once you've determined an asset allocation that suits your risk tolerance — what percentage of each type of investment you want to hold — you can look at your accounts as a whole and see if you're matching your targets.

For this she pays fees that are competitive with general private investment counsel rates of about 1 % to 1.5 % of assets per year — more than one percentage point lower than what she was paying before.

Considering the market trends, any prudent fund managers can change the asset allocation i.e. he can invest higher or lower percentage of the fund in equity or debt instruments compared to what is disclosed in the SID.

My rule is that stocks need to pay a return at least two percentage points higher than what I can get with a super-safe asset class to make it worth it for me to take on the volatility of stocks).

It depends on what percentage of your income you expect to be provided from your retirement assets and the fact that we have a progressive tax system.

It should be pretty obvious that without knowing what sort of assets the company owns, and what sort of net earnings are being generated it's impossible to say what a $ 20k equity investment should get you in terms of ownership percentage.

When I use such tools as Morningstar's Instant X-ray to check the asset allocation of my mutual funds, what I use are the market value of each fund and the tool will take the face values to determine the percentage of each asset class across the entire portfolio.

Build a spreadsheet with your asset allocation, calculate what percentage each account represents of the whole portfolio.

Given all that can happen over the course of a long retirement, I doubt there's any way to pinpoint exactly what percentage of one's assets, if any, should go into an annuity.

That's essentially the difference between banks» cost of funds and what they earn from lending that money, expressed as a percentage of interest - generating assets.

Fund managers and investors often diversify their investments across asset classes and determine what percentages of the portfolio to allocate to each.

But I would make sure Bitcoin is a smaller percentage of your overall assets in terms of what you invest (if it goes up and becomes a larger portion, that's all good!)

One of the most important metrics that we look at is the percentage of the portfolio that's in what we call uncorrelated assets.

While we can only hope the the credit crunch, financial markets crash, recession, and near depression of 2008 and 2009, is an aberation and not the new normal, it is instructive to look at a few data points to see what happened to the apparent asset allocation percentages at certain points during this crisis.

A measure of what it costs to operate an investment, expressed as a percentage of its assets or in basis points.

The point of these investment tools is to input what they currently have, so you can see what percentages are currently in each asset class (for each account, and when all of the accounts are combined).

In other words, what percentage of your portfolio is invested in specific assets such as stocks, bonds and real estate.

@Chris Chang - I see from your profile you invest in rent - to - own - I would be keen to know more if possible please, as I am interested to do it here... what percentage of your real estate assets is rent - to - own?