Sentences with phrase «assets based»

Rather than picking stocks and bonds on your own to create a diversified portfolio, you select a single fund designed to have the right combination of assets based on when you plan to retire — your «target date.»

Risk Parity — Equalize the the risk contribution of portfolio assets based on the past time period

With a second to die life insurance policy the family can choose to split up the family estate in such a way as to ensure the children are all equally compensated as heirs, but yet given significantly different assets based on their interests and strengths.

Rather than choosing a mix of stock and bond mutual funds, you select a single fund designed to have the right combination of assets based on when you plan to retire — your «target date.»

For example, venture capitalists buy mispriced optionality and traders buy mispriced assets based on factors like momentum.

Many investors (especially value investors) pick securities or assets based on disconnects between market value and what they perceive the security is worth, hoping they might have uncovered a future star for a discount price.

I've included it here, however, because it can give you a good sense of how you might want to divvy up your savings among stocks, bonds, cash and other assets based on the year you expect to retire (or have already retired) and whether you want to take a conservative, moderate or aggressive approach.

«It's important to do your own homework, but they'll be able to help you better diversify your assets based on the level of risk you're comfortable with and what kind of return you're expecting.»

We help our clients determine their ideal mix of assets based on time horizon, risk tolerance and goals, and then help to get the cash in the right places to fill this allocation.

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

You create a mix of assets based on your tolerance for risk that gives you a shot at the returns you need while offering adequate downside protection.

Forecasted Returns - Simulates future returns for portfolio assets based on the user provided mean and standard deviation of assets combined with historical asset correlations.

Statistical Returns - Simulates future returns for portfolio assets based on each assets historical mean and standard deviation, and the correlation of the assets.

Value investors * price * assets based on their value * now * (based on data from the present) rather than make predictions about markets in the * future.

The asset correlation tool computes the Pearson correlation for the selected assets based on daily, monthly or annual asset returns.

Research performed by Cambria and set forth in Meb Faber's white paper A Quantitative Approach to Tactical Asset Allocation (first published in 2006 and then updated in 2013) shows that historically sorting assets based on trailing measures of momentum and trend has led to outperformance.

More formally, it is a systematic approach to diversification that may help you determine the most efficient mix of assets based on your risk tolerance and time horizon.

«This is where an age - based strategy may really help people who don't want to actively manage their investments, because it maintains a mix of assets based on when the beneficiary is expected to start college, and rolls down the risk as that time gets closer,» says Bernhardt.

Instead, they allocate assets based upon long - term historical data delineating probable asset class risks and returns, diversify widely within and across asset classes, and maintain allocations long - term through periodic rebalancing of asset classes.

Investors should allocate assets based on individual risk tolerance, investment time horizon, and personal financial situation.

Inheritance taxes are levied on the posthumous transfer of assets based on the relationship to the descendent; different rates and exemptions apply depending on the relationship.

«So to correct a few things that I posted about yesterday - «Dark Souls Remastered will not include new assets based on the Dark Souls 3 engine or any combat differences.

NYSTRS, for example, values assets based on a «five - year phased in deferred recognition of each year's actual gain or loss, above (or below) an assumed inflationary gain of 3.0 %.»

Under the agreement, Cedenco will take control of T&G Foods processing business, its employees and assets in Hastings and the fruit ingredient assets based in Nelson, along with the existing inventory.

We help our clients determine their ideal mix of assets based on time horizon, risk tolerance and goals, and then help to get the cash in the right places to fill this allocation.

For example, an EOM +5 cycle ranks assets based on closing prices five trading days after EOM each month.

Lawnmower will soon include the ability to easily buy multiple blockchain assets based on personal allocation, with the option of a recurring purchase program.

Trading on assets based on events in the news is one of the more popular styles of trading.

The Policy Portfolio — the framework used by institutional investors to allocate assets based on expected risks and returns in order to meet liabilities — has been under attack for some time.

We have a rigorous process for choosing digital assets based on objective factors that will keep Abra and users safe.

This involves leveraging a portfolio of government bonds, equities, and other assets based on their historic volatilities and correlations.

Assets based investing that includes careful screening of projects may provide a more stable approach to investing than investing purely in start - up companies.

Value investors are generally known to analyze assets based on cash flows, so it was surprising to some to hear that a volatile digital currency...

For example classify assets based on consideration stages: Awareness, Consideration, Interest, Evaluation, Final Selection, Sale and Post Sale 7.

As investors left the housing market in the run - up to the meltdown, Wall Street sliced up and repackaged troubled assets based on those shaky mortgages, often buying those new packages themselves.

In appraising Dash's performance it is useful to look at Metcalfe's Law, which values social media assets based on a formula of network size.

Third, there are differences among families with EPP assets based on the sector and type of plan they belong to.

They classify your home and car as assets based on a perceived market value, even though they cost you money each month and can depreciate each day you own them.

«But while it's a hard one to call, they could put an asset test on it — meaning employee stock options would be taxed more heavily for those employees who work for big public companies with a large asset base, like the Big Five banks.

Since joining in 2009, Sabia has grown the provincial pension fund's asset base by $ 130 billion.

It also needs to launch another expansion in its asset base, i.e.a third quantitative easing (Q3).

Northern Star Resources says it is generating over $ 200 million in free cash flow per year on the back of an expansion of its asset base, lower costs and increased gold sales.

Still, building an asset base requires time and discipline.

«The juniors can't support their asset bases anymore, their balance sheets aren't looking very strong,» Vuori said.

Fixed asset base: This is the long - term base of the company's operation strategy, represented by all the equipment, machinery, vehicles, facilities, IT infrastructure and long - term contracts the firm has invested in to conduct business.

Weighted average (between debt and equity) cost of capital (WACC): This is the firm's true annual cost to obtain and hold onto the combination of debt and equity that pays for the fixed asset base.

Cost of capital: This is the true cost of securing the funds that the business uses to pay for its asset base.

RP: We invested to own 20 % of the best TV franchise in the country, believing it would diversify Torstar's asset base and increase strategic options.

«My mandate was to clean up the asset base, sort out debt problems and get the company on solid footing.

Expect a barrage of propaganda from the country and its investment banks about the quality of the asset base, etc. etc as they try to realize a valuation of up to $ 3 trillion for their biggest crown jewel.