Sentences with phrase «assets during market downturns»

Key elements of the Fund's strategy include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

Key strategy elements to each of the Defined Risk Funds include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

Not exact matches

The vast majority of 401 (k) participants did not make any asset allocation changes during the market downturn, but for those who did it was a fateful decision that had a lasting impact.

Assuming you are a long - term investor, you need to have other asset classes to keep you afloat and sane during these severe market downturns.

We believe that traditional asset allocation and diversification fails to sufficiently protect wealth during periods of severe market downturns.

In the example below, we see how some asset classes used for diversification purposes actually performed worse than the core S&P 500 during major market downturns.

This is not ideal because during a market downturn, assets may be sold at a loss.

The rest of your assets are invested to provide income for non-necessities, such as travel and entertainment, which presumably can be postponed during a stock market downturn.

These strategies driving the core allocation are in turn paired with FTMAS» systematic, fundamentally driven tactical asset allocation process that seeks to provide an additional, uncorrelated return source while at the same time providing a mechanism to potentially hedge the portfolio during market downturns and lower overall portfolio volatility.