Sentences with phrase «asset mix of»

The asset mix of an ETF generally aims to track the performance of an index or provide exposure to an asset class.

If you have a target asset mix of half stocks and half bonds, for example, chances are recent events have left you underweight in the former and overweight in the latter.

Suppose you have a $ 100,000 portfolio, with a target asset mix of 60 % equities and 40 % fixed income.

It's also possible to determine the asset mix of your portfolio to see how it matches up with the rest of the ETF world.

But be sure to look at the asset mix of the fund and make sure that its definition of conservative matches your own.

This makes for a «normal» policy asset mix of 40 % Canadian equities, 30 % foreign equities and 30 % in fixed income.

In fact, this is easily achievable with her current asset mix of 50 % stocks and 50 % fixed income, and Stephenson sees no reason to change this.

Also refers to switching or trading blocks of securities in order to change the asset mix of a portfolio.

He suggests the couple should switch to a lower - cost portfolio that is largely based on ETFs with an asset mix of 40 % bonds, 20 % Canadian equities, 20 % U.S. equities and 20 % international equities.

Start with the asset mix of stocks, bonds, and cash and differentiate among company size, style, credit quality or several other criteria within these classes.

So why are commercial mortgages not included in the asset mix of many pension plans?

Not surprisingly we're fielding some queries from clients on whether our recommended asset mix of 60 % in equities and 40 % in fixed income is still appropriate in light of this increased volatility.

The asset mix of an insurance company's investment portfolio varies over time based on different influences, including both macroeconomic and industry - specific factors.

In fact, some have already capitulated, conveniently blaming the central banks for rendering their religious beliefs useless, possibly just as these turncoats» own business began to be impacted by their unfortunate asset mix of the past 5 years.

As to the GDF, the same Plan Description advised Sulyma that the asset mix of the GDF included «domestic and international equity, global bond and short - term investments, hedge funds, private equity, and real assets (e.g. commodities, real estate & natural resource - focused private equity).»

The following chart, taken from the paper, depicts the average asset mixes of self - directed and advised investors based on equal weighting of individual portfolios.

Not exact matches

The Los Angeles native and former public relations executive oversees a mix of assets that are being split up by the deal.

Some advisors make their money through fees on assets under management, others through commissions on transactions, and some employ a mix of both.

It's a mix of written material, photography, video, and other assets you use to promote your firm, usually on social media.

Recall that the tactical asset allocation I've recommended for the start of 2012 is a 5/50/45 mix (5 % cash, 50 % fixed income, 45 % equities), and this is what I suggest for the typical income investor.

It's also a costly one, if the stats are correct that 80 % to 90 % of returns are attributable to the asset mix decision alone, not market timing, not securities selection, not luck.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

The $ 5.2 billion financing deal put together by Icahn was shown to a mix of U.S. and foreign banks, asset managers, hedge funds and collateralized loan obligation (CLO) managers.

While it's not yet clear how to benchmark and track integrity as a performance indicator, it is clear that intangible assets such as integrity are a very important part of the partnership mix.

I also have an odd mix of assets — ETFs, GICs, stocks and the odd mutual fund.

Adding paid into the mix — with the learnings from organic social — improved both fans and followers and a mix of earned and paid traffic to an owned asset: the client's website.

SolarCity's asset financings generate a mix of upfront cash and long term recurring revenue.

«The mix of assets, the culture of innovation and depth of employee pride is extraordinary.

Other real estate assets are being revitalized, including the former Lakeview generating station property in southeastern Mississauga, which is expected to see a balanced mix of commercial, residential and recreational development over the next decade; and the Seaton Lands in Pickering, where one of the largest new urban communities in Canada will be developed over the next 20 years.

Many even offer target date funds, which are an all - in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the fund and require little to no management on your part.

Whether it's a huge business headquartered in New York City or a small firm in Arkansas, making sure you have exposure to the right mix of businesses through intelligent asset allocation can help you achieve your financial goals.

«The choices you make about your mix of stocks, bonds, and cash should be based on your personal situation, goals, risk tolerance, and timeline, and you should maintain that asset mix through the ups and downs of the market,» explains Ann Dowd, CFP ®, a vice president at Fidelity.

Since then, the relative performance of different asset classes will have made some big changes to the investment mix.

Not only are age - based options professionally assembled using a mix of asset classes, but your money in them is automatically moved from one investment to another to match your needs as your child gets older.

With the convenient rise of exchange - traded funds, also known as ETFs, it has never been so easy to diversify your asset allocation mix by asset type, market capitalization, credit rating, or whatever other criteria you consider important to your investing needs.

Your checkup is a good time to determine if you need to rebalance your asset mix or reconsider some of your specific investments.

The asset mix will evolve over time in agreement with the employee based on a limited number of low - cost portfolio investment solutions, and contributions are locked in until retirement.

NEW YORK U.S. stocks ended mixed on Wednesday while most other global shares rose, as investors were drawn to riskier assets because of upbeat earnings from companies in Europe and the United States.

The sample asset mixes below combine various amounts of stock, bond, and short - term investments to illustrate different levels of risk and return potential.

The PRC sets ranges for the balanced asset mix and makes tactical adjustments based on bottom - up forecasted returns, relative valuations and an assessment of economic and market data.

Therefore, a strategic allocation to a mix of inflation - resistant asset classes may be a sensible approach.

On the other hand, Lockhart said, «If we see a deterioration from this point, and I would say my more realistic fear is just a kind of ambiguous picture of mixed data that signal neither accelerating strength nor necessarily deterioration, but that kind of moping along in the middle, then I think it's not a foregone conclusion that the asset purchase program should be removed or be removed rapidly.»

Rather than trying to time returns, consider targeting yield from a diversified mix of assets.

What's more, there are a number of ways to manage inflation risk, and adding a mix of inflation - resistant assets to a portfolio is just one option.

The country is an international financial centre with a mix of global wealth managers and specialized boutique asset managers.

The major limitation is the lack of recognition of non-Wealthfront assets in the investment mix.

To learn about how to determine what kind of asset mix is appropriate for your risk tolerance, see Achieving Optimal Asset Allocatasset mix is appropriate for your risk tolerance, see Achieving Optimal Asset AllocatAsset Allocation.)

When considering a startup investment, investors must be aware of how it affects their overall asset mix and risk level.

Some hypothesis favor a one portfolio for all financier approach, emphasizing a best mix of assets program.

And as the CEO of the Hard Assets Alliance, I felt the responsibility to clarify why we launched this service, which seemed to send a mixed message to our customers.