Sentences with phrase «with high allocation»

It is probably 1/2 that now but that's the nature of a portfolio with high allocation to equities.

But they might be appropriate for conservative portfolios with a high allocation to fixed income: exposure to the US and international bond markets would add some diversification, since interest rates in various countries do not move in lockstep.

Union Budget was pro-farmer and pro-poor man» budget with high allocation to the sagging Agriculture Sector in India.

Whenever a former MLS player or a member of the U.S. National team opts to return to the league, clubs with the highest allocation ranking are given the first opportunity to claim that player.

A retirement strategy that tries to maintain nominal income with high allocations to fixed interest instruments coupled with capital depletion is a high risk strategy in my opinion — the retiree is bound to have a decreasing real income and capital base.

Target - date funds with high allocations to equities tend to be more tax - efficient (few capital gains and dividend distributions) making them more suited for taxable accounts.

You may start with higher allocations to diversified fund & mid-cap fund.

Target - date funds with high allocations to fixed income tend to be less tax - efficient (high dividend distributions) and are likely better off in a tax - advantaged account.

Not exact matches

They keep equities fairly high and tinker with allocation for 20 or even 30 years after retirement, and they tend to own more stocks.

Bond Funds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax Efficiency.

Only a little more than half of your «40» should be in fixed income, with that allocation roughly equally divided between high - grade, high - yield and international bonds.

The benefit of any cash or high quality bond allocation is that it provides that part of your portfolio with dry powder for spending or rebalancing during a market shake - up.

Collins has adopted a more defensive position in the last 18 months, reducing duration and credit risk by scaling back overweight positions in high - yield and municipal bonds, but he's sticking with allocations to intermediate term funds.

The 75/25 strategy slightly outperformed the 60/40 portfolio with higher volatility, but that's to be expected given the higher allocation to stocks.

You may want to simply consider a higher allocation to stocks, though that would come with greater market risk.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

With CAPE near an all time high, it makes a lot of sense to have a fixed income allocation.

Our asset allocation is about 48 % domestic stocks; 15 % international stocks; 20 % bonds; 12 % real estate and 5 % cash, and in general our risk tolerance is high with combined annual income of about $ 350k / yr.

Considering the high correlation between green bonds and core fixed income, investors have the possibility to reallocate part of their core fixed income allocation to green bonds in order to increase diversification and «green» their portfolio with a minimal impact on the risk / return profile of their portfolio.

With the market still at all time highs and once a real correction occurs, we plan on ratcheting up the Equity allocation and minimize the Bonds to 10 %.

A portfolio with a fixed bond allocation helps reduce behavioral risk and leads to a higher probability for long - term success.»

Equity allocations rebounded to 46.6 percent, the highest level since January, with the MSCI World Equity Index up almost 17 percent over the last three months.

Latin America Equity Fund allocations to Brazil and Mexico, which hit their highest level since mid-3Q13 and lowest since 4Q13, respectively, coming in March, rolled over during the final month of the first quarter with the latter seeing a small gain in its average weighting.

Equal - weight and volatility - weighted allocations are two common factor allocation frameworks Risk - return ratios are not higher with volatility - weighted allocations Different reasons can explain the superiority of equal - weight allocations INTRODUCTION In July we published a research report «Factors

This increases the number of equities to 54, greater than is typical for the Fund, but consistent with the Fund's equity allocation being at its highest level ever.

As less mature stocks have higher growth potential, a hypothetical investor with a significant portfolio allocation into the Fund would likely be looking at obtaining higher returns for his or her portfolio, with commensurately higher risk.

Despite the apparent scarcity of appealing options, adopting a zero allocation to small cap equities is a potentially imprudent investment decision for those with longer time horizons or higher risk tolerances.

The founders, under some pressure, agreed to top up all the friends and family investors with an allocation out of their shares (and they had lots given the fact that both the high initial valuation and convertible had protected their pool) at the price point mandated by the VC.

As of last week, tax - exempt government bonds hit a four year high, with many investors believing that the recent tax reform and an expected rising interest environment will push bond pricing even higher, offering a very attractive economic option for yield starved investors — many of which in recent years have had to increase risk capital allocations to generate reasonable outcomes.

With an ideal geographic allocation close to the equator, high peaks and volcanic soils, the tea plant is thriving in Indonesia, but is not profitable enough compared to other cash crops.

«By all accounts, conditions for a sale of temporary water allocations in the Gwydir are favourable, with strong demand for water and high prices paid for other recent sales.

With Chelsea's away allocation of 2,773 sold out, some West Brom fans have allegedly tried to profit from the high demand by advertising their tickets for sale online.

Such revisions, including the movement of funding between these maintained institutions, are to be managed and agreed directly with the institutions concerned by using the high needs allocations flexibly and within the terms of the sixth - form funding agreement with EFA.

Allocations of place funding for institutions are underpinned by data about the number of pupils / students with high needs occupying places.

We have the flexibility to phase our investment projects and a disciplined and rigorous approach to capital allocation that ensures we only invest in the highest returning opportunities in the most attractive sectors and divest assets that no longer fit with our strategy.»

Diligent search and careful computation by the Economic Intelligence magazine, show that apart from the Federal Government that got N1.09 trillion, Akwa Ibom has the highest allocation among the states when it received N92.72 billion within the period under review with nine other states leading the pack.

Government's much hyped free Senior High School programme will be boosted with a billion cedis budgetary allocation in 2018.

It's very different to simply be a buttress in exchange for a higher staff allocation and the chairmanship of various committees, even if they deal with major legislative areas, since the G.O.P. would retain ultimate control.

A state - by - state breakdown of the FAAC allocations in 2017 by the review showed that Akwa Ibom State received the highest share of N143.6 billion, followed by Rivers State with a total allocation of N119.6 billion.

«Many of the hospitals have been able to handle the demand for beds for high risk individuals with the flu with their normal staffing and room allocations.

«There are several steps that scientists, health care professionals and systems can take to better serve the individuals who have bravely served their countries, including an honest reckoning with the growing evidence base showing a disproportionately high burden of childhood abuse among military personnel, a genuine and continuous effort to diminish the stigma of disclosing childhood abuse, and allocation of resources for epidemiologic efforts and treatment modalities to address issues of childhood abuse among military personnel,» write John R. Blosnich, Ph.D., M.P.H., and Robert M. Bossarte, Ph.D., of the U.S. Department of Veterans Affairs.

That's why from now on, institutes with the highest «litigiousness levels» can only hire new short - term employees if they can demonstrate that their current staff can't do the job, the memo continues; meanwhile, institutes with fewer court cases will be given priority in the allocation of the 275 new competitive permanent positions that CSIC has just announced for 2016.

Under portability and absent formula changes, a district with a high child poverty count would continue to generate higher Title I allocations per eligible child, but would be forced to share these gains with other districts across its state.

For example, a high - poverty district with lots of Title I - eligible (poor) students weighted heavily in the targeted grants formula would continue to generate disproportionate federal funds for its state's total allocation.

Regulated tuition — and the funding allocation — is equal to the average of the tuition fees that the group of universities charged before gratuidad, plus a maximum 20 percent bonus for those with actual tuition fees that are higher than this regulated value.

From a concentration of poverty perspective, the highest per - pupil school allocation is for schools with between 70 percent and 80 percent of students qualifying for free or reduced - price lunch, not the highest levels of poverty.

The administration achieves this reduction by slashing or eliminating funding for scores of K - 12, higher education, and adult literacy programs by even more than $ 9.2 billion in order to finance massive increases in defense spending coupled with, in the education context, a more than $ 1 billion allocation for Title I portability programs and private school vouchers.25

A decreased Title I allocation is challenging for a district because it can result in fewer district schools receiving funds under Title I. Under Title I school allocation rules, many schools with high numbers of low - income children do not receive support from Title I because they are surrounded by other schools that are even poorer, so the Title I money «runs out» before those schools have the opportunity to receive funds.

Guided by tools such as a high - tech calendar that charts the time the principal is spending with teachers and others, the SAM or SAM team meets regularly with the principal to schedule instructional leadership time, reflect on whether and how changes in time allocations are affecting instruction, and designate other school staff members to tend to busing or other matters that don't need to be handled in most cases by the principal.

The result of this «base allocation» approach is that the district spends less per pupil in schools that have a higher proportion of beginning teachers (i.e. those with lower salaries).