Sentences with phrase «about diversifying her assets»

You always hear people talking about diversifying your assets but hardly ever about your cash generators!

Not exact matches

I talk about different asset allocation strategies in the book... But you need to diversify across asset classes and

In addition to the Total Return Fund's positions in TIPS and short - dated Treasury securities, the Fund continues to hold about 30 % of assets in a diversified group of precious metals shares, utility shares, and foreign currencies.

«Over the last few months, sentiment about fixed income has flipped dramatically: from a favored investment destination that is deemed to benefit from exceptional support from central banks, to an asset class experiencing large outflows, negative returns and reduced standing as an anchor of a well - diversified asset allocation.»

About Kinder Morgan Per Google Finance, Kinder Morgan «owns and manages a diversified portfolio of energy transportation and storage assets.

As you accumulate more money and learn more about how the markets work, you can look at new assets to diversify your holdings and move towards a long - term asset allocation goal.

About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a diversified, community - based financial services company with $ 1.9 trillion in assets.

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.

You are correct, there is nothing new about asset allocation, but I find that most investors do not do a very good job of diversifying their portfolios.

Pension funds typically keep about a third of their assets in bonds and most of the rest in a diversified mix of Canadian, U.S. and international stocks — broadly similar to the Global Couch Potato.

We're often talking about a difference of 10 or 20 basis points a year on one asset class in a diversified portfolio.

Active mutual funds sometimes get a bad rap as a group overall, but when combined with index funds they can represent a great way to get diversified exposure to just about any asset class.

I think his central thesis is to find asset classes that are poorly correlated, but he goes into a lot of detail about diversifying.

Worried about protecting your portfolio of diversified stocks and assets?

And part of that plan should be a proper asset allocation, diversified portfolio, thinking about how much you should be saving.

If you're in this boat, and if you've been doing some reading on what to do next, then you've probably come across suggestions about diversifying into other asset classes in order to restore stability in your portfolio.

Exactly how to do this is outside the scope of this question, but it's worth thinking about, especially if you have an interest in geopolitically diversifying your financial assets.

I'd make sure that 90 - 95 % of my portfolio is in index funds before thinking about diversifying into these highly risky assets.

If recent volatility in the equity market has you thinking about different ways to diversify your assets, new data released by Roofstock illustrates why single - family rentals are a strong investment alternative to stocks and bonds.

I use to keep it simple but then read more about asset allocation and thought it's better to diversify among more ETF's.

«I'm hoping to retire within the next four or five years, around age 58 and so was thinking about diversifying my portfolio and more importantly, am wondering how to unwind these U.S. dollar assets.»

As you're considering your complete picture of retirement assets, it's also a good time to think about whether you're diversified from a tax perspective.

However, for those who do wish to take the time, I think Warren Buffett would disagree with you about diversifying into all of these different asset classes.

Graham reported that the average return, over a 30 - year period, on diversified portfolios of net current asset stocks was about 20 % per year

In general, I am most comfortable with the asset allocation / diversified / hedging model (I engage in some timing and in more esoteric investments in a small portion of my portfolio just to get the extra kick) as a core approach though, to be more systematic about things.

The great thing about Excel that you can't do with other programs is that you can break down individual asset classes to see if you are diversified within them.

I also want to see a lot more news - flow about (ultimately) diversifying their portfolio & growing their asset management business & AUM — and I don't mind paying up for that kind of confirmation.

Holding an diversified investment portfolio comprised of asset classes with healthy correlations to each other is just about the only way to reduce risk and volatility, while still realizing the returns that have any chance of outperforming the markets, enough of the time.

When gathering information to identify the risk and return characteristics of the many asset class indexes that belong in a diversified portfolio, the more quality long - term data you have, the more accurate and probable are your expectations about future outcomes.

And, if you do have a lump sum to invest and you're worried about a market drop, diversify your money into several different asset classes to minimize the impact of a big decline in one asset class.

For the rest of you — be assured that a lot of smart people spent a long time thinking about the best way to diversify your assets.

About Us AEGON, one of the world's leading financial services organizations, providing life insurance, pensions and asset management, Religare, holding company for one of India's leading diversified financial services groups and Bennett, Coleman & Company,...

About Blog IIPRD is a premier Intellectual Property Consulting and Commercialization / Licensing Firm with a diversified business practice providing services in the domain of Commercialization, Valuation, Licensing, Transfer of Technology and Due - Diligence of Intellectual Property Assets along with providing complete IP and Patent Analytics and Litigation Support Services to International Corporates.

We are passionate about property but strongly believe in a holistic / diversified investment approach that also considers other supplementary asset classes (that add capital growth and cash) and offshore exposure.»

Learn more about the growing trend whereby individuals can use a self - directed retirement plan to invest in alternative assets such as real estate, allowing for more diversified, tax - advantaged portfolios than in traditional IRAs or 401 (k) plans.

The concept of a self directed IRA is about being able to diversify that tax sheltered retirement savings into an asset class that you know, and to potentially grow that capital more effectively in real estate, notes, etc..