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WE ARE MANAGING TO 5 TYPES OF A PORTFOLIO (MARS) IS THE FULL NAME OF (MUTUAL FUND AUTOMATED PORTFOLIO REBALANCING SYSTEM). IN THE SERVICES OF:
- AGGRESSIVE
- MODERATE
- CONSERVATIVE
- FIXED-ASSET ALLOCATION.
- DYNAMIC ASSET ALLOCATION.
1 AGGRESSIVE:
Aggressive growth is a mutual fund investment objective that seeks high capital gain potential among growth stocks, which are stocks of companies that are expected to grow at a rate faster in relation to the overall stock market. In simpler terms, aggressive growth is an intensified, greater growth-oriented version of the general
growth investment strategy
2.MODERATE :
MODERATE GROWTH: A Moderate Growth investor values higher long-term returns and is willing to accept a considerable risk. The Moderate Growth investor is willing to endure larger short-term losses of principal in exchange for the potential of higher long-term returns. The Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. The fund holds 60% of its assets in stocks, a portion of which is allocated to international stocks, and 40% in bonds, a portion of which is allocated to international bonds.
3.CONSERVATIVE:
Conservative mutual funds are low-risk funds that are designed to match or slightly outpace the average rate of inflation. Conservative funds are best for investors who have a low tolerance for risk or are either near retirement or currently retired.
If you’re a conservative investor or think that you should be, find out the best way to invest conservatively with mutual funds. You may also want to learn how to build your own conservative portfolio with a diverse selection of funds.
Mutual funds that are conservative are commonly referred to as “conservative-allocation funds” because they have an allocation (mix of stocks, bonds and cash) that is relatively low in risk. Conservative portfolios usually seek to provide both capital appreciation and income for the investor
4.FIXED ASSET ALLOCATION:
Asset allocation is an investment
a strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash. The process of determining which mix of assets
to hold in your portfolio is a very personal One of.The Importance of Asset Allocation. Asset allocation helps investors reduce risk through diversification. Historically, the returns of stocks, bonds, and cash haven’t moved in unison. … In other words, asset allocation matters a lot more than stock picking when it comes to reaching your financial goals! Asset allocation helps investors reduce risk through diversification. Historically, the returns of stocks, bonds, and cash haven’t moved in unison. Market conditions that lead to one asset class outperforming during a given timeframe might cause another to underperform. The result is less volatility for investors on a portfolio level since these movements offset each other
5.DYNAMIC ASSET ALLOCATION:
Dynamic asset allocation is an investment strategy whereby an investor makes long-term investments in certain asset classes or securities and periodically buys and sells those securities in order to keep the allocations in their original proportions. Dynamic asset allocation is a strategy used by investment products such as hedge funds, mutual funds, credit derivatives, index funds, principal protected notes (also known as guaranteed linked notes) and other structured investment products to achieve exposure to various investment opportunities and provide 100% …dynamic asset allocation funds can invest in a mix of debt and equity. They increase/decrease their allocation to equities and debt depending on their view of the stock markets. Typically when valuations are low, they increase equity in the portfolio, and when they are high, they reduce it. Dynamic allocation funds help in an automatic rebalancing of funds and is hence recommended for first-time equity investors, with a low-risk appetite. If the market was to enter a prolonged corrective phase, such funds with a lower allocation to equities could see a lower dip in their net asset value
