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Asset Allocation

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  1. fixed income asset allocation

    Commentary

    Thu, 29 Jan 2015

    For context I am early retired (58), have 60% fixed/40% stock split, will depend on my portfolio for funding the rest of my life, and all the simulators I have run indicate I have a very high probability of enjoying a successful retirement (at least as far as finances go). My Question: for the ...

  2. The Active Approach to Demographic and Industry Analysis in Non-U.S. Investing

    Headlines

    Thu, 29 Jan 2015

    time horizon, and tolerance for risk. Past performance is no guarantee of future results. Diversification/ asset allocation does not ensure a profit or guarantee against a loss. Investing involves risk, including risk of loss. Stock markets

  3. A Quick Guide to Reviewing Your Holdings

    Headlines

    Thu, 29 Jan 2015

    Portfolio tab, includes a breakdown of the fund's asset allocation , investment style, and market-cap and sector ..... Portfolio tab, includes a breakdown of the portfolio's asset allocation and information about the credit quality, rate sensitivity

  4. Morningstar's 5-Point Retirement Portfolio Checkup

    Headlines

    Thu, 29 Jan 2015

    policies factor in time horizon, asset allocation , and market fluctuations ..... Tuesday: Check Up on Your Asset Allocation Next, we'll help you check ..... Your Retirement Portfolio's Asset Allocation on Track? Some guidance on

  5. Asset Allocation (aggressive,moderate,conservative vs Asset Allocation Funds vs Target Date Funds

    Commentary

    Wed, 28 Jan 2015

    If one accepts the concept of asset allocation , which I do, what are the ..... disadvantages of 1) doing the asset allocation yourself using one of the many ..... vs. 2)just simply buying asset allocation funds(moderate,conservative

  6. Beta and Asset Allocation reported by Morningstar

    Commentary

    Wed, 28 Jan 2015

    portifolio beta reported in the manager classic module but not the new portifolio manager module? Secondly, why is the asset allocation breakdown different for the two portifolio modules...new portifolio manager and manager classic? Thanks

  7. 3 Risks That Might Be Lurking in Your Portfolio

    Video Reports

    Wed, 28 Jan 2015

    to do is look at your total asset allocation --I like our X-Ray tool ..... on your portfolio's current asset allocation . Compare it to your target ..... rebalancing check--comparing your asset allocation to your target--you also

    Asset Allocation found at 2:03, 3:13

    The key thing you want to do is look at your total asset allocation --I like our X-Ray tool for getting a read on your portfolio's current asset allocation . Compare it to your target. For many investors who have been pretty hands-off with their portfolios, that's been a very good thing
    overvalued? Benz: Absolutely not. In addition to doing that rebalancing check--comparing your asset allocation to your target--you also want to look at your intra-asset-class exposure, your intra-equity exposure. I think it's reasonable, given the robust returns
  8. A Roadmap for Assessing Retirement Portfolio Performance

    Headlines

    Wed, 28 Jan 2015

    look--in other words, its asset allocation and investment selection. But ..... portfolio's performance but their asset - allocation decisions as well. For example ..... funds typically stick to the asset allocation the fund company thinks is best

  9. Fidelity Investments Roundtable

    Headlines

    Tue, 27 Jan 2015

    term. BRIAN ENYEART (Global Asset Allocation ): One of the things people were saying when ..... side. BRUCE HERRING (Global Asset Allocation ): I agree—and I’d add that lower energy ..... consensus? DEREK YOUNG (Global Asset Allocation ): If you look at central bank policy, with the U.S. tightening

  10. Rebalancing Moves You May Need to Make

    Headlines

    Tue, 27 Jan 2015

    Checkup special report. Your asset allocation (the mix of stocks, bonds ..... Ray tool to see your true asset allocation based on the underlying holdings ..... compared your portfolio's asset allocation to your targets and found that

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