Sentences with phrase «assets in your portfolio»

When you're wearing your owner hat, you look at your business as an asset in your portfolio.

If you buy Treasury paper and hold it at a broker you can use those assets in a portfolio line of credit.

Once the seller has agreed to move forward, a secondary fund will perform in - depth due diligence on the underlying assets in the portfolio.

So, if you do n`t have any exposure to those types the of assets in your portfolio, again, diversification is probably your best bet.

It's typically more important the closer you are to retirement when you may rebalance to increase the percentage of fixed - income assets in your portfolio.

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.

Asset allocation is an investment strategy by which you balance your risk versus your reward by adjusting the percentage of each asset in your portfolio according to several metrics — your time frame, your risk tolerance, and your investment goals.

Buy and hold: a disciplined investing strategy that is based on holding stocks and other assets in your portfolio for a long period of time, regardless of the ebbs and flows of the market

Expected return is calculated as the weighted average of the likely profits of the assets in the portfolio, weighted by the likely profits of each asset class.

Foreign ADRs in the tech sector tend to be Chinese firms, which, depending on your perspective on Chinese accounting issues, might not be a preferred asset in your portfolio.

One way to help avoid obsessing over the performance of individual assets in a portfolio is simply to hold an all - in - one fund that combines different asset classes in a rational fashion.

Over time, some assets in a portfolio may outperform others, creating an allocation that's not balanced the way an investor originally intended.

When an asset outperforms the other assets in your portfolio, the system automatically rebalances the portfolio to get it back on target to maintain your risk level.

(2) p. 78 It is not clear to me how the Kelly criteria can be applied to more a than one asset at a time (i.e. to each individual asset in a portfolio).

Each asset in the portfolio should play a specific role: it should be there to increase the expected return or to lower the volatility.

It works like this: Claymore invests CYH's assets in a portfolio of Canadian non-dividend-paying stocks.

Growth is great, but income - producing assets in a portfolio are more reliable when it comes to predicting total return.

However, market conditions may limit our ability to trade certain assets in your portfolio.

What is desirable is to hold assets in a portfolio that aren't highly correlated to each other, and hopefully, when one investment is going down another investment is moving up,» said Robert Johnson, CFA and president of the American College of Financial Services.

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 we foresee market volatility falling, we will decrease the amount of lower - risk assets in your portfolio.

The foundation of dynamic risk management is actually fairly straightforward: if the risk within a portfolio increases, the number of risky assets in that portfolio (such as equities) is reduced.

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.

When we anticipate sustained periods of higher market volatility, we will reduce the weighting of higher - risk assets in your portfolio.

Robos» performance depends on the mix of assets in their portfolios.

One thing to keep in mind is that return of your portfolio is calculated as the weighted sum of the return of the individual assets in your portfolio.

We strongly believe if your portfolio is structured suitably, you should have some safer assets in the portfolio, which will provide a cushion in down markets.

Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.

More incentive to advise you to take Social Security before age 70 because it would mean more assets in your portfolio for longer and higher potential fees in the future.

I believe that a wise investor should make room for both assets in their portfolio.

Our financing strategy is designed to increase the size of our portfolio by borrowing against a substantial portion of the market value of the residential mortgage assets in our portfolio.

Whether you are a general homeowner or a professional real estate investor, properties in the form of your primary residence is most likely the largest asset in your portfolio.

Asset allocation refers to the process of distributing assets in a portfolio among different asset classes such as stocks, bonds, and cash.

The NAV is calculated by dividing the total value of all the assets in the portfolio, less any liabilities, by the number of outstanding shares.

The short answer: inflation is a significant risk, but you're probably better able to protect against it with other assets in your portfolio than you are with an inflation rider on your income annuity.

3) From a location perspective; note that other assets in the portfolio might have better characteristics in terms of leasing or asset liquidity.

The benefits can arise from the interaction, or correlation, of periodic returns among the constituent assets in a portfolio.

The American Century High Income Fund has typically invested at least 80 % of net assets in a portfolio of high yield bonds generally rated below investment grade by Moody's Investors Services, Standard & Poor's (S&P) Rating Services or Fitch.

Owning non-correlated assets in a portfolio can lower overall portfolio risk and provide the opportunity for greater returns.

Well, the first step is determine the allocation of different assets in the portfolio.

Rather, it's a way to maintain the balance of assets in a portfolio, account for a major life change, pay for a goal or reduce risk.

Hedging is a potent risk diversification strategy employed by purchasing an investment that is inversely correlated to other assets in a portfolio.

The percentage distribution of assets in a portfolio among the three major asset classes: cash and equivalents, fixed income and equities.

«Assign a purpose or a role to the asset in the portfolio,» Gross said.

He stressed the importance of diversification (typically during bad events) and says plan sponsors should question what kinds of things will protect them from the growth - oriented assets in their portfolios.

Rebalancing means adjusting the mix of assets in your portfolio to keep it in line with the target portfolio you chose based on your risk - tolerance.

Buy and hold: a disciplined investing strategy that is based on holding stocks and other assets in your portfolio for a long period of time, regardless of the ebbs and flows of the market

Whether this technique will be effective depends on how large the gap in performance is between the assets in your portfolio, the balance of your account and how much new money you regularly contribute.

If one type of asset experiences a temporary decline, other assets in a portfolio might offer gains that help stabilize overall returns.