Sentences with phrase «broad asset categories»
The objective at this point in time is to expand on the broad asset categories.
http://www.aaii.com/ Not exact matches
We think it is essential to go in and be selective within the category and not to just buy into the broad asset class as a whole.
An asset allocation represents the investor's choice of broad asset classes and the percentages distributed across the categories.
An asset class is a broad category of related securities.
The key concept to remember is that an asset class is a broad category covering many types of assets.
Simply invest in a balanced mutual fund with a top - notch provider that has a good reputation across different broad equity and fixed income asset categories, he says.
Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.
The definition for the term Asset Class refers to a broad investment category consisting of financial assets with similar attributes.
ETFs are now a global product category tracking the performance of broad - based equity indexes, sector specific equity indexes and are used to invest in other asset classes such as fixed income, currencies and commodities.
«Adviser believes that the appropriate allocation of assets across diverse investment categories (e.g. stock vs. bond, foreign vs. domestic) is the primary determinant of portfolio returns and critical in the long - term success of one's financial objectives; therefore, Adviser advocates the use of passive, low - cost, broad - market index investments.»
Below the broadest categories of lower risk bonds and higher returning stocks are candidates for asset classes (see this link for a chart).
If you have broad exposure across industries, geographies and asset categories, the ride will be smoother without sacrificing returns.
Some maintain a relatively fixed asset allocation through time, while others are actively managed and specify ranges for asset categories that can be broad, implementing changes based upon forecasts.
Modern Portfolio Theory postulates that the key to achieving an efficient portfolio is diversification between non-correlated (or negatively - correlated) assets classes — broad categories of investments that share few similarities in their performance.
Many prefer the «set it and forget it» approach of spreading IRA money among a few broad - based investments in different asset categories and then letting it run.
Microsoft itself hasn't set a minimum standard for what constitutes an Enhanced for Xbox One X title but there are three broad categories that developers are using: enhanced 4K visual assets, HDR visual processing or higher frame rate.
Digital Assets: This broad category can include any type of online account or files (like songs or documents) stored on computers and servers.
Microsoft itself hasn't set a minimum standard for what constitutes an Enhanced for Xbox One X title but there are three broad categories that developers are using: enhanced 4K visual assets, HDR visual processing or higher frame rate.