Sentence examples similar to an appreciable equity allocation from inspiring English sources

If real estate equities are part of an overall equity allocation, well, they have performed better than the market throughout most of this decade.

For example, Ibbotson said that in 2002, the particular Fidelity Freedom fund intended for a 60-year-old worker had a 34 percent equity allocation.

Today, virtually every retirement account has an equity allocation.

One common (and often quite important) part of an equity allocation is value stocks that pay dividends.

In 2006, a 60-year-old in the age-appropriate Fidelity Freedom fund had a 53 percent equity allocation.

And Blackrock, which is in the "to" group, has a target equity allocation of 40percentt at the retirement date.

Our plan is to keep a lower than normal equity allocation, higher than normal bond and cash portfolio.

But what happens if housing values or the economy head south -- particularly if a homeowner has a huge mortgage and no appreciable equity?

But if we consider a hypothetical client with a balanced or moderate allocation, their equity allocation would be something close to 50% - 60% -- and roughly 70% of that equity allocation would be in U.S. equities.

"We have found that Wall Street's consensus equity allocation has historically been a reliable contrary indicator," said Audrey Kaplan, a quantitative strategist at Merrill Lynch.

For instance, the optimal equity allocation is higher for a person with less volatile human capital, and vice versa.