Sentences with phrase «actual holdings in your portfolio»

After reviewing your statement and focusing your viewpoint, consider taking a closer look at the actual holdings in your portfolio.

Not exact matches

While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years).

Indexes track returns strictly on a passive buy - and - hold basis and do not factor in any sort of actual portfolio management.

So while low and negative interest rates across the globe has inspired flows into stocks, emerging market bonds and corporate credit in search of higher yields, keep in mind the high correlations of these assets to oil prices and the advantages of holding actual diversifiers in your portfolio to smooth the ride.

In the August 2015 version of their paper entitled «Art as an Asset and Keynes the Collector», David Chambers, Elroy Dimson and Christophe Spaenjers study the performance of an actual buy - and - hold art portfolio, the collection of economist John Maynard Keynes.

In contrast, Active Share is found by analyzing the actual holdings of a manager's portfolio and comparing those holdings to its benchmark index.

There is no guarantee that the index put options included in the program will effectively protect the investor's actual portfolio holdings.

The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them.

Ten - year TIPS (and / or I - Bonds) ladders held to maturity make a lot of sense in an actual portfolio these days.

Due to lags in reporting, a fund's actual holdings may vary significantly from the most recent publicly disclosed portfolio composition.

In light of my current Irish portfolio allocation (16 %), and actual stocks I hold, I'd be reluctant to add another Irish share.

Phil's RSP Below are the holdings of my RSP, with target weights and actual weights (both expressed in terms of the overall value of the account, not the portfolio as a whole).

So when investment portfolio benchmarks are set up properly, the only thing that usually changes is an index fund that represents its market and asset class, is substituted for an actual investment the manager held in the Real World.

The performance information presented in certain charts or tables represent backtested performance based on combined simulated index data and live (or actual) mutual fund results from January 1, 1928 to the period ending date shown, using the strategy of buy and hold and on the first of each year annually rebalancing the globally diversified portfolios of index funds.

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

And personally, it's academic — in reality, my actual / underlying portfolio return all - in (i.e. all disclosed & undisclosed holdings, FX gains & losses, dividends, withholding taxes, fees, etc.) was actually a multiple of both my disclosed 2017 performance & ex-Kryptonite 2017 performance here.

This Top Nine isn't such a representative snapshot anymore — in fact, it now comprises just 46 % of my current portfolio — but it's all I've got here, in terms of actual disclosed holdings.