Sentence examples for allocation that you from inspiring English sources

Exact(2)

"Because of all the uncertainties, if you have a financial plan and an asset allocation that you're comfortable with, I wouldn't be making any changes until we know where we are with policy," said Ron Roge, a financial adviser in Bohemia, N.Y.

In addition, passive advisers are valuable resources for insuring you are in the right asset allocation, that you rebalance your portfolio regularly and that you engage in tax loss harvesting where appropriate.

Similar(58)

As part of that you're going to have ostensibly a strategic asset allocation that makes sense for you.

How do you set up and maintain an asset allocation that's right for you?

If you have a disciplined approach around an asset allocation that makes sense for you, the right exposure to the various asset classes, there's going to be movement in that allocation by virtue of what the market is doing.

There is an asset allocation that is best for you.

Once you’ve found the allocation that fits you best, you can go on to consider the most appropriate mutual funds for your situation.

Your portfolio may go up and down over time, but having an allocation that is tied to your goals will keep you from making short term or reactive decisions.

If you choose the last option, your account may continue to grow in line with your investments but you'll no longer be contributing to it, so you might pay less attention to things like asset allocation that should be adjusted over time.

"You cannot make these massive shifts easily," said Mr. Nobrega, who is shifting to an allocation that will have almost half of assets in alternatives from a current mix of about 25percentt in alternatives and 75percentt in public markets.

That will be added to a $2.9 billion allocation that has already been made.

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