Sentences with phrase «cash drag on the portfolio»
Re Robert's point, there's going to be unrepresented cash drag on the portfolio's performance vs. performance numbers for the indices that are fully invested throughout the year.
https://wexboy.wordpress.com/ Not exact matches
Cash is a drag on long - term returns, but if you're incapable of being fully invested in a balanced portfolio, then the drag from cash is nothing compared to the drag on selling into a declCash is a drag on long - term returns, but if you're incapable of being fully invested in a balanced portfolio, then the drag from cash is nothing compared to the drag on selling into a declcash is nothing compared to the drag on selling into a decline.
A DRIP can be a great way to have your investments compound over time and ensure cash doesn't provide a low - return drag on your portfolio.
TFR is not a fan of active mutual funds, because of the sizable drag of management fees on overall performance, their high portfolio turnover, and their requirement to hold significant cash to cover drawdowns creating another performance drag.
One of those managers, Eric Cinnamond of ASTON River Road Absolute Value (ARIVX) wrote to take issue with our claim that cash necessarily serves as a drag on a portfolio.