Sentences with phrase «against the stock portfolio»

I wanted to diversify my 401K so I would have some insurance against my stock portfolio.

You did hear it correctly the account is a loan against a stock portfolio.

In search of extra income, investors sometimes skip bonds — and instead sell call options against their stock portfolio.

Not exact matches

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

Thompson said gains in other stocks in his portfolio have provided leeway to maintain his bet against Tesla.

«When you see [this] kind of rolling action, it is likely a hedge against a portfolio of small cap stocks,» RiskReversal founder Dan Nathan said Wednesday on CNBC's «Fast Money.»

«Managers are using short positions in these stocks to hedge their portfolios against large negative market moves.»

The company, which invests about evenly in stocks and bonds, performed well against the backdrop of a particularly difficult bond year, portfolio manager Chip Carlson said.

Having a higher weighting in bonds and a lower weighting in stocks has, in the past, lowered the volatility in your portfolio while also providing some downside protection against large losses.

Thus, if you own shares in a country whose stock market is rising and whose currency is strengthening against the dollar, you're getting a double - powered boost to your portfolio.

Gold, a hedge against inflation and a non-correlated asset class to stocks and bonds, is a core holding in all portfolios.

While there is no such thing as a 100 % foolproof strategy to protect you against fraud (although divvying your portfolio up into 30 - 40 stocks worth 2.5 % to 3.33 % of your overall wealth seems like a damn good defense mechanism), putting most of your money into stocks with records of growing dividends seems like an intelligent way to guard against corporate fraud, particularly if you have limited familiarity with reading 10 - Ks, annual reports, and other financial statements.

The Strategic Growth Fund remains fully invested in a widely diversified portfolio of stocks, with about half of that portfolio hedged against the impact of market fluctuations.

Portfolio insurance is a hedging strategy that uses stock index futures to cushion equity portfolios against broad stock market declines.

Many institutional trading firms began to utilize portfolio insurance to protect against further stock dips.

I would argue that our standard line of defence against inflation is not Index - Linked government bonds as suggested, but is actually our diversified stock portfolio.

«Buy a diversified portfolio of blue - chip, dividend - paying, large - cap stocks (think Dow 30 type companies), and then write covered call options against them for recurring monthly income,» he said.

Our core fixed - income portfolios seek to preserve capital, provide current income and serve as ballast against stock market volatility.

Also, should our insight prove premature and the stock or investment that we own works against us, the position becomes smaller and thus less worrisome among our portfolio holdings.

For now, about 70 % of the stock portfolio of the Strategic Growth Fund is hedged against the impact of market fluctuations, with the remaining 30 % hedged with put options only.

We are creating the DH Old Codger Index Portfolio to compete against this new ETF to see how «old school» stocks do in comparison.

As stocks soar and the risk of a correction grows, it makes sense to add more cash to your portfolio to hedge against a possible downturn.

Against this backdrop, while investors probably shouldn't abandon the U.S. market, they may want to consider tilting their stock portfolios toward sectors and geographies offering relative value.

Going against the grain of popular belief, Mr Buffett sees volatility and «old world» stocks as boons and frowns upon an over-diversified portfolio and excessive trading.

If you own stocks, bonds or mutual funds, you can borrow up to 80 percent against the value of your portfolio without having to sell.

Diversifying your retirement portfolio with Precious Metals can be an insurance policy against such events as wars, inflation and deflation, downturns in the stock market and the US dollar.

The majority of our retirement portfolio is in diversified mutual funds but what I have done to diversify even more and to hedge a little against inflation is to invest in stocks of companies where we spend our money.

I need to admit that this is a big position in my portfolio and this goes against my dedication to diversification, but this individual stock is still a small portion of my overall portfolio once all accounts considered.

For any investment portfolio, JFT Strategies Fund (JFS.UN) is bullet proof against the stock market volatility.

Portfolio Insurance: This refers to a trading strategy that utilizes stock index futures and / or stock index options to protect stock portfolios against market declines.

As such, these portfolios will be benchmarked against the S&P 500 Index rather than the S&P / TSX Composite Index (which is a measure of the Canadian stock market).

In it, Bengen looked at retirement plan withdrawal rates against historical market data for the period 1926 to 1976, on a $ 1 - million portfolio divided equally between stocks and bonds.

Not only does this mark a new era of investment alternatives from traditional assets like stocks and bonds for investors to use in order to protect against portfolio risks but as investors allocate to commodities in local Asian markets, the futures growth may help standardize the quality of energy and food to make prices less volatile and their environment cleaner.

The alpha and beta of the portfolio were measured against the broad - based U.S. stock market ETF, and not just a large - cap index, such as the S&P 500 ®.

If I did not use a mechanical method for ranking replacement candidate stocks against my portfolio, I would not let so many stocks go onto my potential replacement list.

There are various hedging strategies available, many of them using inverse ETFs or ETNs (exchange - traded notes), which let you participate in the hope of stock gains while also hedging some of your portfolio against downside risk.

Liquid Alternatives are simply hedge fund strategies wrapped in a mutual fund format... From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios, cushion portfolios against downside risks, and improve risk - adjusted returns.

Someone holding this portfolio has a balance of 60 % stocks and 40 % bonds; the stocks are highly diversified across three major global groupings; and the bonds are split between those which are protected against inflation and the long - term bonds which are most valuable in a market panic or sell - off, when they (unlike everything else) tend to go up.

In other words, you can take out a margin loan against your portfolio's value and deduct the interest if you buy stocks — but you can't deduct the interest if you use the money to buy municipal bonds or a new car.

This is true in that they are diversifying against company - specific risk, but such a portfolio is not diversified against the systematic behavior of U.S. large - cap stocks.

To hedge against a falling market you would sell or go short the stock index futures contract that best matches the make up of your stock portfolio.

If the portfolio value of the stocks collapses in value you won't care because you still own the shares, and so next month you can sell options against your stocks for a 2 % — 3 % return.

Even though there has been a lot of commentary around current high stock valuations against lackluster earnings growth for the S&P 500, it is «neither practical or precise» for an investor to use this as a basis for lowering their exposure to stocks or selling their portfolio.

Charts comparing the performance of the Robo I Strategy against a typical 60/40 stock / bond portfolio allocation and the i3, an index that represents the average returns of the do - it - yourself investor.

Adding high - quality resource stocks to your portfolio can provide you with a valuable hedge against inflation and provide other hidden benefits.

The bulk of your savings can then go into a portfolio of stocks and bonds (or, more likely stock funds and bond funds), which can generate the higher returns you'll need to maintain your purchasing power against inflation and prevent you from depleting your nest egg too soon.

A stock - heavy portfolio may not technically be the best hedge against inflation, but it's still the best bet for most long - term investors.

Against all this, if a fund manager decided to allocate a larger portion of his portfolio to a particular stock which he believes is a good quality business, he is putting his own neck on the line.

I think the TAVF common stock portfolio is fairly well insulated against money defaults from any sector, but I'm not sure.

In my case a single stock represented 100 % of my portfolio which goes against the very basics of investing.