Sentence examples for current asset allocation from inspiring English sources

What's your current asset allocation?

Once you've listed your holdings, now comes the tough part: figuring out your current asset allocation.

Our most recent estimates, along with our current asset allocation recommendations, are shown in the table below.

But the probabilities the Monte Carlo models spit out assume you stick with your current asset allocation for decades.

Even if you are satisfied with your current asset allocation and plan to hunker down through the bear market, consider selling some losers now, booking the capital losses and reinvesting in similar (but not identical) stocks.

After utilizing the instant X-ray tool available on Morningstar.com (the tool dissects the actual holdings in your funds), David and Donna were shocked to discover their current asset allocation is far riskier than they realized; it showed they had 80% in equity and only 20% in fixed income.

Gary Dugan, chief investment officer for Asia and the Middle East at Coutts, spoke recently about current market conditions and asset allocation.

Pulling your investment information together in one location will make it easier for you to compare your current holdings to your desired asset allocation.

Our main practical finding is that given current design parameters in which volatility (asset allocation) is restricted to less than 20%, while guaranteed payout rates (GPR) as well as bonus (roll-up) rates are less than 5%, GLWBs that are in-the-money should be turned on by the late 50s and certainly the early 60s.

Now is the time to collect all of the information on your current holdings and to finalize a target asset allocation.

None of the asset allocation letters currently recommends real estate.