Sentence examples for overall asset allocation from inspiring English sources

Since both funds, like Legg Mason Value, invest in large, blue-chip stocks, using them to replace your stake in Legg Mason Value won't change your overall asset allocation strategy.

If individual investors are considering reducing their exposure to Europe, they should first weigh making smaller moves that can reduce risk without upsetting their overall asset allocation plans, strategists say.

Once you have decided on an overall asset allocation, put the investments with the highest current yields inside the shelter, the ones with the lowest yields outside.

For the portfolio described in the chart, the X-Ray results show an overall asset allocation of 40% in equity and 60% in bonds and cash.

If, instead, they cash in bonds and certificates of deposit, and then invest the proceeds in taxable bonds in a 529, they haven't altered their overall asset allocation, but have improved their tax situation.

As with all investment-management solutions, there must be a stable foundation to the overall active tactical asset allocation approach.

Make sure it fits your overall financial goals, asset allocation and your portfolio.

Asset allocation is another way of describing your overall investment strategy.

To be sure, making a major and permanent shift to a much more conservative asset allocation strategy can make a real difference in your overall risk profile.

Jan Loeys, head of asset allocation for J.P. Morgan in New York, said that even if overall inflation was peaking, as many economists believe, "at best it implies a temporary pause, and more likely just a slowing in the tightening process".

Your asset allocation should reflect your goals.