Beginning Investor Managing
Your Portfolio in Difficult Markets Strategies to keep you focused on the long term in the face of tough market conditions.
Not exact matches
John Stopford,
portfolio manager of the Investec GSF Global Strategic Income Fund and co-head of the Investec multi-asset team, says 2014 may be a
difficult year for corporate credit and a modest one for emerging
markets debt, «but there may be an attractive long - term buying opportunity later
in the year.»
Enlightened investors intuitively recognize how
difficult it is to consistently and accurately predict the best securities (stocks, bonds, mutual funds etc.), which money manager will outperform, or when to be
in or out of the
market or out — as is the traditional approach to managing
portfolios.
It is
difficult for a
portfolio manager to profitably trade
markets on a weekly basis because stocks tend to move
in tandem
in the short term and the opportunity to add value after trading costs is very limited.
If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a
portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's
difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced
portfolio in an equity bear
market in the same way they have, especially to the extent they have
in the last two bear
markets.
The rate hike makes more
difficult for people to go short the lira, but this doesn't mean necessarily people are coming
in,» said Francesc Balcells, an emerging -
market portfolio manager with Pacific Investment Management Co., which manages a total of $ 1.97 trillion.
Unless you're a big time investor with a seven figure investment
portfolio, it will be
difficult to diversify between the various
market sectors, then to also diversify
in individual stocks within each sector.
Such a run on assets would put money
market funds
in the
difficult situation of having illiquid Treasuries
in its
portfolio while needing to raise cash to pay off exiting shareholders.
The Index House recognizes how
difficult it is to accurately and consistently predict the best securities (stocks, bonds, mutual funds, etc.), which money manager will outperform, or when to be
in or out of the
market — as is the traditional approach to managing
portfolios.
Enlightened investors intuitively recognize how
difficult it is to consistently and accurately predict the best securities (stocks, bonds, mutual funds etc.), which money manager will outperform, or when to be
in or out of the
market or out — as is the traditional approach to managing
portfolios.
My entire personal
portfolio (worth $ 1.7 - million) is invested
in the strategy I think makes the most sense for investors like myself — people who are fiercely interested
in growing their wealth but have a realistic sense of just how
difficult it is to beat the
markets on a consistent basis.
I would have a
difficult time applying a tactical asset allocation strategy with my
portfolio because there are so many uncertainties that present themselves
in the
markets to allow for me to forge ahead with confidence.
One can suggest a
portfolio with proper allocation, but to maintain it, especially with major changes
in the stock or bond
market may be a
difficult matter to actually implement.
While it's
difficult to pick the best performing country every year, a diversified global
portfolio offers the benefits of international stock
market performance which
in turn lowers risk.
Unique to the investment industry, the Index House recognizes how
difficult it is to consistently and accurately predict which will be the best stocks, bonds, or mutual funds or which money manager will outperform or when to be
in the
market or out, as is the traditional approach to managing
portfolios.