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Dr. Eric Brucker Edward W. Diffin Jr. Vice President & Secretary Ted T. Cecala Robert J. Christian Anna M. Bencrowsky Vice President, Chief Compliance Officer & Anti-Money Laundering Officer Louis Klein Jr. Joseph M. Fahey Jr. Vice President Thomas A. Leonard Clayton M. Albright Vice President CUSTODIAN ASSET ALLOCATION FUNDS Wilmington Trust Company 1100 North Market Street, Wilmington, DE 19890 AGGRESSIVE ASSET ALLOCATION CONSERVATIVE ASSET ALLOCATION INVESTMENT ADVISER AND ADMIN.
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2006 FAQ
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Example of Asset Allocation Stocks. Small-Cap Growth Stocks – 25% Large-Cap Value Stocks – 15% International stocks – 10% Bonds. Government bonds – 15% High yield bonds – 25% Cash. Money market – 10%
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Your ideal asset allocation is the mix of investments, from most aggressive to safest, that will earn the total return over time that you need. The mix includes stocks, bonds, and cash or money market securities. The percentage of your portfolio you devote to each depends on your time frame and your tolerance for risk.
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With this strategy investors need to allocate at least 12 months worth of their monthly expenses in a liquid fund which can thus be easily liquidated in times of emergencies, allocate 20% of the overall portfolio to Gold to provide downside protection during uncertain times, and dedicate 80% of the total investable ...
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Your ideal asset allocation is the mix of investments, from most aggressive to safest, that will earn the total return over time that you need. The mix includes stocks, bonds, and cash or money market securities. The percentage of your portfolio you devote to each depends on your time frame and your tolerance for risk.
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The Rule of 100 determines the percentage of stocks you should hold by subtracting your age from 100. If you are 60, for example, the Rule of 100 advises holding 40% of your portfolio in stocks. The Rule of 110 evolved from the Rule of 100 because people are generally living longer.
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Determining your asset allocation is crucial. A common rule of thumb is to subtract your age from 100 to determine the percentage of your portfolio that should be allocated to stocks. The remaining percentage can be allocated to less volatile investments like fixed deposits, bonds, or government schemes.
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We can divide asset allocation models into three broad groups: Income Portfolio: 70% to 100% in bonds. Balanced Portfolio: 40% to 60% in stocks. Growth Portfolio: 70% to 100% in stocks.
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The Rule of 100 determines the percentage of stocks you should hold by subtracting your age from 100. If you are 60, for example, the Rule of 100 advises holding 40% of your portfolio in stocks. The Rule of 110 evolved from the Rule of 100 because people are generally living longer.
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