Individual asset allocation into equities easily could rise from 35 percent to 50 percent.
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So while commercial real estate could be a good inflation hedge, it depends on the strength of the local market in which the individual asset competes.
Viewing the active versus passive debate by studying individual asset class comparisons is useful, but it misses an important dynamic that benefits portfolio returns that hold several different index funds representing multiple asset classes.
"The pre-arranged trading plan was adopted in order to allow Eric to sell a portion of his Google stock as part of his long-term strategy for individual asset diversification and liquidity, " the company said in the filing. (Read Ten Stocks Billionaires Are Playing).
The key to successful investing is to understand that the investment returns of individual companies, and asset classes tend to revert to normalized means.
Individual investors buy an investable asset like shares in a company because they expect the value to appreciate.
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Last year's budget agreement tacked an additional six months onto the time an individual must hold a financial asset in order to have the lower capital gains rate applied instead of the regular income tax rate.
First a determination of appropriate asset classes for the individual is made.
Moreover, as Liz Davidson, a financial planner and founder of workplace financial education firm Financial Finesse points out here, the appropriate asset allocation for any individual worker will vary depending on what other assets he or she has outside of a 401(k) and his or her tolerance of risk.
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The September AAII Asset Allocation Survey found that individual investors held 57.8% of their portfolio in stocks and stock funds.
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Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors.
Security Council -- on a resolution that could include a weapons embargo, individual sanctions against key Libyan officials, and an asset freeze.
Individual countries are still vulnerable to fund managers adjusting their asset allocations within the region.
This typically begins with an asset allocation decision and then moves on to individual index fund selection.
Trust is the most valuable asset that any brand, company, or individual can possess and it starts with being able to trust ourselves.
Yet the reasoning behind the current bankruptcy provisions is logical enough: education is an asset that cannot be repossessed and that keeps on benefiting the individual through his or her lifetime.
The BlackRock segment manages assets on behalf of institutional and individual investors worldwide through a variety of equity, fixed income, multi-asset class, alternative and cash management separate accounts and funds, including iShares.
Alternative asset classes for the most part still need to be managed in targeted individual funds.
Individual investors increased their allocations to stocks last month, according to the October AAII Asset Allocation Survey.
Individual investors decreased their allocations to equities last month, according to the March AAII Asset Allocation Survey.
Asset Management involves the provision of financial intermediation services to its corporate and individual customers, and Insurance segment provides general and life insurance products.
In this view, human capital is treated as an accumulative resource that benefits the organization like any other business asset, providing competitive advantage through a transformation of the unique capabilities of individual employees to superior organizational performance.
The schedule works exactly as policymakers intended with no individual or company able to depreciate more for a general aviation aircraft than any other capital asset.
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Individual investors increased their stock and stock fund holdings last month, according to the April AAII Asset Allocation Survey.
According to the January AAII Asset Allocation Survey, stocks and stock funds accounted for 63.5% of individual investor portfolios.
We can see this best by examining what has happened to different asset classes of equities in those years, and the impact that has had on individual companies.
Individual investors kept their portfolio allocations to equities essentially unchanged last month, according to the latest AAII Asset Allocation Survey.
Individual investors put 60.5% of their portfolio dollars in stocks and stock funds according to the latest AAII Asset Allocation survey.
Individual investors boosted their equity allocations last month to nearly an 18-month high, according to the January AAII Asset Allocation Survey.
FORBES: AAII Asset Allocation Survey: Investors Continue To Bulk Up On Equities
Individual investors held 50.9% of their portfolios in stocks and stock funds according to the May 2010 AAII Asset Allocation Survey.
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