Sentences with phrase «asset classes the story»

Across asset classes the story was modest single - digit positive returns.

Not exact matches

Mining stocks are an extremely volatile asset class where the odds of any investor getting into a story, experiencing impressive gains, only to then take a round trip back to break - even... and finally into NEGATIVE territory are actually quite high (sadly)... In fact, that dreaded rollercoaster ride where you see all your once «hefty» profits in any single position later eviscerated into NOTHING is something that I've experienced more often than I'd like to admit...

Our 401 (k) s might indicate that we're tilted heavily in one asset class, but our entire asset allocation tells a different story.

However, if you dig up the average fund investor returns by asset classes, I suspect the story will be similar.

A recent story in Barron's covers the Baron Asset Fund (BARAX; Retail class shares).

@Cynical: Whenever I read stories like this, I'm glad I work from a small list of asset classes and investment products and I don't add to the list without long deliberation and patience.

Calculating the numbers from point A to point B for a stock, mutual fund, ETF, individual money manager or any other asset class does not necessarily tell the whole story.

Moral of the story: Better diversify, because picking the asset class that is going to outperform in the short term is a mug's game.

To me, most of the alternative ETFs are simply vendors taking advantage of the craze for exotic asset classes that make a nice story such as BRICs are growing like crazy and there is going to big demand for grains and foodstuff.

To make this very long story very short, target date models are just a mix of asset classes that hold more fixed income securities and less equities as time goes on.

To make a very long story very short: Our Target Date Portfolio Model calculator generates an appropriate mix of 17 asset classes, and is different from everyone else's generic cookie - cutter approach that totally ignores you as a human being.

Then, as you get closer to retirement you can assess your situation to see if you can adjust your allocation and put less of your portfolio at risk by moving it into more conservative asset classes, which is what Larry suggested in the story above.

Bitcoin's dramatic price reversal since the start of the year tells an important story: it means speculative money is flowing out of the asset class for the first time since the bull market re-emerged in early 2017.

Responsible for managing the overall operation of an 886,000 square foot, Class A campus style portfolio owned by GE Asset Management; comprised of an 18 - story and 10 - story Class A high rise, one 5 - story Class A low rise, a 100,000 square foot health club and a 13,000 square foot restaurant.