Article Advocates - Bookmark Tag managed asset allocation
There are 5 articles associated with the tag managed asset allocation!
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What is an MCIM Portfolio?
Steve Selengut developed the Market Cycle Investment Management (MCIM) methodology for managed asset allocation in 1970. The approach has been used in the management of Sanco Services Inc private portfolios for over thirty years.
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Managed Asset Allocation - The Working Capital Model
The key to successful Investment Management is Asset Allocation, the process of dividing the available investment dollars into two, and only two, buckets: Equity and Income Investments. All investment grade securities fit within one of these two classifications, based solely upon the primary purpose for their ownership. There are several key issues involved in successful Asset Allocation---
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Sanco Services' Investment Management Fee Schedule
Sanco Services' Fee Schedule (below) includes Investment Management Fees Only. Clients may have some options with respect to how commissions are handled--- either by transaction or (if eligible) through a flat annual fee. Fees are deducted directly from the investment account.
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Managed Asset Allocation - The Working Capital Model THREE
As portfolio Working Capital grows, so does the income that it generates. As a result, there will always be some uninvested cash looking for a home. This is a good thing and should not be tinkered with by applying artificial or automatic reinvestment mechanisms. Every dollar deserves to be allocated separately to the appropriate bucket, and there are times when investment opportunities in the Equity market are few and far between.
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Managed Asset Allocation - The Working Capital Model TWO
The Asset Allocation formula is often abused in an effort to superimpose a valid investment planning tool on speculation strategies that have no real merits of their own. For example, annual portfolio repositioning, market timing adjustments, and shifting between Mutual Funds. To be effective, Asset Allocation must be implemented as an on-going process that is to be tended to with every investment decision.
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