Sentences with phrase «asset mix over»

The change in this asset mix over the fund's lifetime is called its «glide path.»

For this reason we recommend investors stick with their long - term or strategic asset mix over time.

Not exact matches

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.

Even if you really mean to say that the $ 29,163 is assuming a 5 % withdrawal rate over 20 years (assuming your assets will stay steady gaining 5 % a year) then there would still be no way to add the additional 2 % into the mix because you can't have money both in the stock market and in the risk free rate at the same time (at least, not the same money)

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.

The first is that active management is important for delivering above - market returns in this environment; the ability and agility to alter a portfolio's asset allocation mix over time can deliver significant benefits.

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.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

But by making small incremental shifts to our asset allocation over time, we can also tilt towards our desired long run asset mix.

Tactical asset allocation doesn't mean day trading — it means temporarily changing your mix of investments based on what you expect to happen over the next three months to a year.

The Company's existing portfolio of real estate assets, valued at over $ 20 billion, is made up of best - in - class mixed - use, residential, retail, office and affordable properties in premier high - barrier - to - entry markets.

«In today's environment, the fund's asset mix has shifted toward equities as they offer not just attractive current dividends, but also prospects for dividend growth over time.

That is, instead of investing in an equal mix of the four asset classes, the Hot Potato plunges into the single asset class that fared the best over the prior year.

I would still change all of the fund first but maybe in a mix closer to your current asset mix and then over the next couple of months adjust the ratios to reach your final desired asset mix.

Experiment with the ASSET MIX and TIME FRAME sliders under the chart to vary the blend of stocks, bonds and cash over different time periods.

As relative movements in the market for the various asset classes change the mix of assets in the portfolio over time, the adviser must rebalance the portfolio.

When thinking about the mix of assets in your portfolio, consider the risks that you are willing to take over a particular time period to realize your goals.

At StashAway, we devote ourselves to identifying the right mix of asset classes for a given economic regime, because the appropriate selection of asset class mixes is vital for a portfolio to achieve effective diversification over the long term.

Our asset mix will change over the years and this is what it could look like in 2038.

When choosing an asset allocation, many investors start out with the right mix of assets, but they don't adjust it over time.

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

Some funds maintain a set asset mix, while others grow more conservative over time.

The globally invested, mixed asset fund will seek to deliver equity - like returns over the long - term, with an ability to temper the downside.

The precise advantage of rebalancing varies based on the targeted asset mix, but the strategy consistently beats portfolios that are not rebalanced for a simple reason: Investment results «revert to the mean» over long stretches.

Keep in mind, over the last 20 years, some of the premier money managers experienced phenomenal success with this precise mix of assets.

It's not easy to keep your ideal asset mix constant over time.

I have used the same asset allocation mix for over the past 15 years.

The primary objective of the Fidelity Fund Portfolios — Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub) set of Fidelity's Target Asset Mixes (Tasset allocations of a (sub) set of Fidelity's Target Asset Mixes (TAsset Mixes (TAMs).

Over longer periods, however, it's possible that you could stray significantly from your target asset mix, in which case you'd have a mismatch between the level of risk in your portfolio and the amount of risk you want to take.

Most allow you some control over the mix and risk level of your super investments but you generally can't choose the specific assets your super will be invested in.

Static Portfolios invest in several different funds managed by Fidelity and have an asset mix that doesn't change over time.

Basically, the portfolio manager will actively vary the asset allocation mix based upon their forecast of how well the various asset classes will perform relative to each other over some undefined period of time.

But these days, the so - called barbells that investors hold over their financial shoulders can be a mix of different assets entirely: index funds and active funds, liquid and illiquid investments, or low - cost mutual funds and high - cost hedge funds.

But just to be sure, you might want to complete this 11 - question risk tolerance - asset allocation questionnaire, which will suggest an appropriate stocks - bonds mix based on your answers and also show you how that mix as well as others have performed in the past over long stretches and in up and down markets.

The other thing that I can't get over is that, despite my having consistently said investing is about setting and maintaining a suitable asset mix, minimizing costs and turnover, and rebalancing when things get out of kilter, there are still so many callers who press me for a forecast of some kind.

So in a nutshell, all portfolio optimization does is refine and quantify the risk and return characteristics of a certain mix of investment assets (or asset classes) over a past time frame.

When an advisor optimizes at the asset class level, the result is a mix of asset classes that have shown efficient characteristics over some time frame.

If you start building your portfolio by finding the right mix of asset types, you'll have more control over how risky your portfolio is.

As you've learned above (and on the main asset allocation page), we feel asset allocation mixes should be determined by the client's life situation, not by which combination of asset classes had the highest return over some arbitrary time horizon.

Also, the longer you can leave them alone, the more aggressive you can be with your investment portfolio asset allocation mix, which means you can hold more of the types of asset classes that beat taxes and inflation over time.

These six portfolios invest in a mix of stocks, bonds or money market mutual funds and are designed so that allocations to broad asset classes remain constant over time

Obviously all of the above comes with the warning that all investments can lose value in the short term but over time a mixed asset portfolio should reward.

In our investing Models, alpha is the value of selecting open - ended mutual funds, compared to using benchmark indices, to fund the asset classes; given the same asset class mix, over the same time horizon.

Parker has been with the Company since 2011 and has overseen the acquisition and disposition of over $ 400 million of existing multifamily, retail, and mixed - used assets.