Sentences with phrase «allocation at market lows»

A machine also can not talk an active investor out of return - chasing, such as an over-allocation to equities at market highs or loss aversion with an under - allocation at market lows — at least not yet anyway.

Not exact matches

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

At the end of 2016, the U.S. Treasury Department awarded ExED a $ 55 million allocation of New Markets Tax Credits, which will be used to support new charter school facilities in our lowest income communities.

The essence of our investment philosophy is that capital markets work in the long run; a portfolio's risk is defined by its allocation among asset classes; and that security selection is a matter of constructing portfolios with specific expected return / risk characteristics at the lowest cost.

VIIa is what happens if the stock allocation is 100 % at low P / E10 and 0 % at high P / E10 and during long lasting (secular) Bear Markets.

It's titled Is It Possible to Get «Stock» at a Low Stock Allocation as the Market Takes Off?

These strategies driving the core allocation are in turn paired with FTMAS» systematic, fundamentally driven tactical asset allocation process that seeks to provide an additional, uncorrelated return source while at the same time providing a mechanism to potentially hedge the portfolio during market downturns and lower overall portfolio volatility.

If we all looked at the numbers relating to market timing at all times, prices could never get so high or so low as to require an 80 percent allocation shift.

There's obviously no getting away from the market cap giants here, but at 38 % the fund's aggregate allocation to Ryanair Holdings (RYA: ID), CRH (CRH: ID) & Kerry Group (KYG: ID) is much lower than you'll see in the ETF alternatives.

You can choose an allocation that's exactly perfect for your withdrawal rate and expected retirement length, but if you can't stick to your allocation — specifically, if you bail out of stocks at a market low or go all - in on stocks at a market peak — you're in for trouble.

To a certain extent, programs offering low - interest first mortgage financing are a specialty of state housing finance agencies, which use annual allocations of tax - exempt mortgage revenue bond authority or dedicated state funds to generate pools of mortgage money at bargain rates, generally about 1 percent to 2 percent below market rates.