Sentences with phrase «asset class at»

Select the optimal market to develop and acquire properties with pipeline and asset class at the market, submarket property levels.

This does not change in response to market moves, so you're eliminating market timing (and emotions) by keeping the percentage of your total investments in the large - cap growth asset class at 15 %.

But they are perceived as being a high - risk asset class at such times.

The portfolio manager may invest up to 30 % of the fund into a single asset class at any given time with the exception of government bonds, into which the manager may invest up to 50 % of the fund at any given time.

If this is so, stocks are an equally appealing asset class at all times and stock -LSB-...]

If this is so, stocks are an equally appealing asset class at all times and stock investors should at all times stick with the stock allocation that is right for someone in their financial circumstances and possessing their tolerance for risk.

I'm certainly not advocating buying any asset class at any price.

What I believe these prognosticators fail to consider, is the unique nature and ability of an individual company to generate returns that can widely differentiate from the equity asset class at large.

(Steven Koomar) Investors allocate to the wrong asset class at the wrong time.

I favor managers who have the freedom to move opportunistically between asset classes (FPA Crescent is the show piece, but managers at eight of my 10 funds have more than one asset class at their disposal).

But the Hot Potato diverges significantly from the classic version because it employs shorter holding periods and focuses on a single asset class at a time.

Within a futures market, an investor is able to trade futures contracts, which involves the purchase of an asset class at a particular price with a settlement date set at some point in the future.

By combining various asset classes, an investor increases the odds of having a portion of his portfolio allocated to the «right» asset class at the «right» time.

One asset class at a time has been falling by the wayside, very much like the topping process of an individual market.

«I've seen retail come in and out of this asset class at exactly the wrong time — I hate to say it — for three cycles.

Some savvy, seasoned traders trade a little bit of everything, but you might want to stick with one asset class at the beginning.

What was the hottest asset class at the end of 2017?

Cash is a beautiful asset class at the top of the market.

By selling asset classes at a market bottom or wagering too heavily in an obscure area of the market, investors can absolutely cause themselves permanent losses.

The extent to which you balance asset classes at and beyond retirement, assuming reasonable health at that point, is more a function of excess funds over the income floor than it is purely about age.

Chris: Our smaller portfolios are have allocations similar to yours and I wouldn't worry too much about adding more asset classes at this point.

This approach helps to create parity between your actual risk profile and its exposure to asset classes at times in the business cycle.

In addition MCAP, is able to offer secondary and top - up financing on these asset classes at industry leading rates.

Discusses the potential benefits of tactical investment strategies by increasing and reducing exposure to various asset classes at different times in an attempt to enhance potential returns and reduce the impact of short - term fluctuations.

Yes, we use over 50 asset classes at Cambria — the paper is meant to be instructive.

Rather than determining a set allocation to various asset classes at the outset of the investing experience, DAA continually adjusts your allocation between six different asset classes based on the recent momentum of those classes.

Over this decade, we had an array of asset classes at our disposal, many of which produced respectable returns; one even edged into double digits.

This may reflect greater interest in cryptocurrencies among traditional investors who may be buying and selling multiple asset classes at the same time and in the same direction.

In addition MCAP, is able to offer secondary and top - up financing on these asset classes at industry leading rates.

Not exact matches

«At the end of the day, it's for Congress, and not regulators, to decide whether new policies should be evolved for these new asset classes,» he said.

Classical portfolio theory holds that different sectors and asset classes outperform at different stages of the economic cycle.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

«I look at stocks as the only asset class, frankly, that hasn't had price inflation.

Aside borrowers, investors benefit from regular monthly returns at an average rate of 15.5 per cent, which is significantly higher than other asset classes.

Deutsche Bank macro strategist Jim Reid's daily note looks at the best - performing asset classes since President Obama was elected on November 4, 2008.

«It's one of the unique characteristics of the asset class,» says Tim Cayen, director of business development at Boston's Hancock Timber Resource Group.

«My methodology is, one, a belief that at different periods of time, some asset classes are more in favor than others, and two, we rank the major assets against each other and invest in the strong ones,» he said.

«Costs become a bigger consideration when you start looking at other asset classes,» he said.

Chanchal Samadder, head of equities at Lyxor ETF, explains why investors are moving into ETFs from other asset classes.

Dudas, a partner at Vertical Research, refers to the emerging asset class as a «dicey investment» — citing the amount of fast money flowing into the space and the lack of regulation.

At its most basic level, tax - loss harvesting is selling a security that has experienced a loss — and then immediately buying a correlated asset (one that provides similar exposure, ideally in the same asset class) to replace it.

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

I didn't make a lot of money, but I did get at least a small positive return from each of the asset classes I own, including equities, which is something given the TSX fell 11.07 % last year.

And Elliott, whose 13.4 % annual rate of return over its four - decade history is unmatched among hedge funds, has also outperformed at a time when that asset class has woefully lagged the market.

Since they are the ones getting into the less - exploited asset classes and strategies, they are also not achieving the economies of scale of a State Street SPDR ETF family or BlackRock's iShares, which can charge less based on massive asset bases, said Michael Rawson, ETF analyst at Morningstar.

A stock or an asset class enters a correction when it falls at least 10 percent from its 52 - week high.

For more than 35 years, the world's investment professionals have trusted FactSet, across teams, across asset classes, and at every stage of the investment process.

a type of asset class in which the investments provide a return in two possible forms; coupon paying bonds have fixed periodic payments and a return of principal; zero coupon bonds are sold at a discount, do not pay a coupon, and have a return of principal plus all accumulated interest at maturity

In addition to ETF - based portfolios, WealthBar also offers pooled funds in specialized asset classes like real estate, a product usually only available to large account clients at conventional advisors.

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»