Sentences with phrase «among asset classes»

A moderate amount of diversification among asset classes seems to be beneficial.

As an alternative, the investor could still choose the same asset classes, but now can diversify among those asset classes.

Personally, I will continue to avoid potentially «hot» investments and focus on maintaining a broadly diversified portfolio with low correlations among asset classes.

Stock markets provide the highest possible returns among all asset classes in the long term.

Stocks Historically, stocks have had the greatest risk but also the greatest returns among the asset classes.

Over time, as market conditions change, investment performances among asset classes change but not in the same amount at the same time.

Once investment funds are allocated among asset classes based on the set percentage or weights, it is important for average investors to stick with the plan, except periodic portfolio adjustments.

Even though the future will inevitably be different, these 45 years may provide a reasonably valid comparison among these asset classes.

The Dividend Growth portfolio is concentrated among asset classes that have a history of rising income payouts.

The right property in the right location with the right tenants and ownership mindset can produce a tremendous pride of ownership factor that is highest among all asset classes.

As such, inadequate diversification among asset classes, sectors, industries, and asset managers can be detrimental.

Personally, I will continue to avoid potentially «hot» investments and focus on maintaining a broadly diversified portfolio with low correlations among asset classes.

Consider these risks before investing: Allocation of assets among asset classes may hurt performance.

Asset allocation — the way you divide your portfolio among asset classes — is the cornerstone of index investing.

Diversification, or spreading the money in your account among asset classes, is a powerful investing principle.

The point is that diversification among asset classes really helped ameliorate the return an equity - only investor would have suffered this year: a loss of 2.7 % is better than a loss of greater than 10 %.

Based on an initial questionnaire about your investment needs, financial background, and risk tolerance, they allocate your money among asset classes (e.g. stocks, bonds, real estate), then use algorithms to monitor and periodically rebalance your portfolio.

Target - date funds automatically rebalance portfolio holdings among asset classes as savers get closer to their retirement date.

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.

These index funds will not only accomplish broad asset allocation but will also provide excellent diversification among the assets classes while keeping expenses low.

This year, we still see many Forex majors trading in narrow ranges, despite increased volatility among asset classes.

One: Academic research has reached an overwhelming consensus that investors have better long - term outcomes when they diversify widely among asset classes, industries, company sizes, and orientation between value stocks and growth stocks.

Diversification among asset classes allows your portfolio to benefit from the top performers while helping to minimize the effect of those areas of underperformance.

Whether inside a variable annuity or another accumulation - focused investment vehicle, choosing a diversified mix of investments from among these asset classes and sub-asset classes can help create growth potential while managing risks.

Quite frankly, Iâ $ ™ m concerned that the negative correlation that existed among the asset classes may lessen next year so I may start the next year mainly in cash.

The largest net - positive flows among these asset classes belonged to International Multi-Cap Core Funds (+ $ 412 million) and Multi-Cap Core Funds (+ $ 618 million).

Assume the price - only based returns (capital change component of TR [Total Return]-RRB- were fairly constant among asset classes.

I recommend semi-annual re-balancing among asset classes, and an individual stock check up.

Second, by dividing your investment dollars among asset classes that do not respond to the same market forces in the same way at the same time, you can help minimize the effects of market volatility while maximizing your chances of return in the long term.

Allocation of assets among asset classes may hurt performance, and efforts to diversify risk through the use of leverage and allocation decisions may not be successful.

Smart investors do not only diversify within asset classes, they also diversify among asset classes.

Diversification, or spreading the money in your account among asset classes, is a powerful investing principle.

Hennessy Cornerstone Mid Cap 30 Fund Portfolio Manager Brian Peery discusses recent shifts in performance among assets classes and makes the case that mid-cap stocks.

The trouble is that these allocations depend upon knowing the correlations among the asset classes, but they are constantly changing.

Asset allocation — the way you divide your portfolio among asset classes — is the first thing you should consider when getting ready to purchase investments, because it has the biggest effect on the way your portfolio will act.

Generally, among asset classes, stocks are more volatile than bonds or short - term instruments and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

«You will find our challenge to the popular custom of diversification among asset classes, styles, and stocks of so many varieties that they defy description in an essay of this length.

3) Claim that diversification among asset classes and rebalancing solves all problems.

Generally, among asset classes, stocks are more volatile than bonds or short - term instruments and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

Allocation of assets among asset classes may hurt performance.

In fact, some estimates say that a diversified mix of assets in a portfolio is responsible for 90 % of its long - term returns.2 Everyone's retirement goals and risk tolerance varies, but diversifying among asset classes can help create customized strategies to achieve individual needs.

This year's model portfolios (see «Best bets for your RRSPs «-RRB-, which I prepare each year, help you achieve optimal diversification among asset classes, sectors and geographies.

Diversification should be among the asset classes and not within the asset classes.

«We look to identify attractive investment opportunities on a relative basis among asset classes, countries and currencies.

Form a prudent asset allocation based on this philosophy: Asset allocation is how a portfolio is diversified among asset classes.