Sentences with phrase «better during a bear market»

Is the counter that they would behave better during a bear market if their money was in an actively managed fund?

Henning's research indicates that his technical - momentum factors performed better during bull markets while his fundamental - value variables tended to do better during bear markets.

And overall, the relative performance of active funds is generally better during bear markets than in more prosperous times.

Not exact matches

The good news is that it had an investor out of stocks during the bulk of the 2000 - 2002 and 2008 - 2009 bear markets, therefore avoiding some spectacular drawdowns.

The historical record indicates that the gold - mining sector performs very well during the first 18 - 24 months of a general equity bear market as long as the average gold - mining stock is not «overbought» and over-valued at the beginning of the bear market.

Some of the best buying opportunities could occur during secular bear markets, so investors need to be poised to take advantage of potential opportunities.

In the article there is the reference to «a good rule of thumb would be to never own more stocks in a bull market than you're comfortable holding during a bear market.»

The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.

This includes the losses incurred during the 2000 - 2002 bear market, as well as the bear market beginning in 1968, where annualized returns were -0.4 % over the following 12 months and -3.4 % over 18 months.

Bonds do their best work for a balanced portfolio during equity bear markets.

Sure, some hedge funds are doing badly too, but you will be better off with most hedge funds during a bear market.

While PBP tends to perform well in bear markets, its inability to capture upside has spelled bad news during the recovery from 2008.

You are a human being susceptible to the shortcomings of your very fragile human psychology, and even if you think your portfolio is the best in the world, if you upchuck it during a bear market, it isn't much good to you.

This system invests in well capitalized companies with strong market positions, which pay good dividends, have price appreciation potential, and provide a degree of downside protection during bear markets.

In the introductory text for Part I of their 2016 book, Adaptive Asset Allocation: Dynamic Global Porfolios to Profit in Good Times — and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: ``... we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging bull market than half of our clients» money during a vicious bear market.

Even the best funds decline in value during either a correction or a bear market.

Any ratio above 1 means that a fund does a good job of capturing gains during bull phases while lessening the impact of bear markets.

It also has the best performance during bear market months.

If the value is less than 100 it means the fund has performed better than benchmark during bear market (bear market).

Studies show that value strategies often fare better than growth strategies during bear markets and may even outperform growth strategies in the long run when risk is considered.

The decline during the current bear market thus far is still well short of the average loss for prior bears.

Diversification is a good method to safeguard your portfolio during market correction or a bear market.

His reasoning is that growth - momentum approaches typically do better during bull markets, while value - fundamental strategies tend to outperform during bear markets.

Better to build it up gradually over the 5 years prior to retirement than to be faced with having to sell during a bear market in your first few years after work (this phenomenon, called «sequence risk», is one of the highest risks you'll need to manage in retirement).

This ETF's resilience was on display during the bear market of 2007 - 09, when the XLP produced a total return of -28.5 % — far better than the -55.2 % from the S&P 500 and the -42.5 % from safe - haven peer Utilities Select Sector SPDR Fund (XLU).

Some sectors do well in bull markets but poorly in bear markets, while others can grow earnings even during sluggish periods and recessions.

Such a portfolio declines less during bear markets as these are «defensive» sectors that hold up well even in recessions.

In fairness, Upgrading didn't hold up as well during the 2008 bear market.

Calculating BMDEV for the 3500 or so existing funds during that period, ranking them by decile within peer group, and then assessing subsequent bear market performance provides an encouraging result... funds with the lowest bear market deviation (BMDEV) well out - performed funds with the highest bear market deviation, as depicted below.

Even during bear market few selected stocks will continue to generate good return..

«We think this gives investors a better indication of how large - cap active funds have actually performed, on average, during bear markets,» said Nielson.

The change in the rate of inflation is one of the determining factors in how well bonds protect balanced portfolios during equity bear markets.

Over the longer term, however, performance was significantly better because their lack of financial companies and highly leveraged firms served them well during the last bear market.

Bonds do their best work for a balanced portfolio during equity bear markets.

The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.

This includes the losses incurred during the 2000 - 2002 bear market, as well as the bear market beginning in 1968, where annualized returns were -0.4 % over the following 12 months and -3.4 % over 18 months.

(Well, my mutual funds are down, of course, but not as far down as they were during the previous bear market of 2000 - 2002.)

He buys the best companies during bear markets and recessions.

I spend time educating my clients on bull and bear markets, and do «life boat training» during good markets, so they are ready for a market crash.

The true measure of investment talent is best defined during bear markets.

Timing allows the investor to outperform the market by protecting investment capital during severe bear markets, of at least -30 % to -55 % declines, and to take better advantage of rising markets by actively focusing on the cream of the crop.

I really don't think luck has much to do with long term results of successful entrepreneurs, at least not relative to their competitors (I've often heard the following argument: «Well, Buffett invested during the greatest period of prosperity in US history»... okay, well that's true, even though he's seen 3 different 50 % bear markWell, Buffett invested during the greatest period of prosperity in US history»... okay, well that's true, even though he's seen 3 different 50 % bear markwell that's true, even though he's seen 3 different 50 % bear markets.

However, during secular bear markets, staying long produces poor results at best and you could lose a lot of money.

But it is well above trough valuations of about eight times seen during the depths of the 1970s bear market, according to data from UBS.

During that time the market demands its version of the classic dog - and - pony show; artists and galleries who are better equipped to satisfy the appetite for hype and trend generally survive the longest in the rodeo, and those with the long view tend to, well, take a long time to bear fruit — both commercially and critically.»

Opti is a truly unique token that has the ability and potential to actually sustain or grow in value during bear currency markets, as well as in bull ones.

If your talking general residential there are too many variables to say when your specific property in your specific market during which local economic cycle will bear the best rental phase.