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Magnitude of Style Tilt
Magnitude of Style Tilt
Once a style trend is identified, the next question is by what magnitude should the equity or bond portfolio be adjusted. Johnston Investment Counsel has pre-defined minimum, neutral, and maximum target allocation ranges for each investment style category.
In making the allocation decision, Johnston Investment Counsel evaluates how the expected style return difference compares to history. When the expected return difference is "attractive", Johnston Investment Counsel will begin tilting the portfolio. In most cases, Johnston Investment Counsel will tilt the portfolio (toward its maximum allocation) in a series of steps.
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Central Illinois:
Peoria Illinois IL
Bloomington Illinois IL
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