Sentences with phrase «actual investment asset class»

I dabbled in the cryptocurrency space in 2011 by messing around with mining bitcoin, but back then I was more interested in it from a technological perspective vs. as an actual investment asset class.

Not exact matches

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.

Then everything in the model is held the same, except all of the actual investments are swapped out and replaced by the benchmark index, or index mutual fund or ETF, that best represents each asset class.

When actual returns obtained from owning a superior asset class is so poor, it isn't surprising that for most people, their home turns out to be the «best investment».

After optimizing at the asset class level is done, the optimal mix of asset classes is chosen, and then the advisor will select actual investments that represent those asset classes.

• There are hundreds more actual investments than there are asset classes.

For financial advisers, they're the oldest and most - commonly - used standardized method of showing what actual investment portfolios would look like in terms of funding vehicles, risk, asset class mix, income yields, and what the historical performance has been.