Sentences with phrase «characteristic of a diversified portfolio»

While my ultimate goal is for my portfolio to track or beat the S&P 500, this is a fundamental characteristic of a diversified portfolio.

Not exact matches

That means investors should have full knowledge of construction rules and portfolio characteristics, enhancing their ability to make deliberate allocations and build more diversified portfolios.

That means investors should have full knowledge of construction rules and portfolio characteristics, enhancing their ability to make deliberate allocations and build more diversified portfolios.

You will want to diversify the risks within your bond investments by creating a portfolio of several bonds, each with different characteristics.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 14 % Vanguard Total International Bond Index Fund 5 % Vanguard Short - Term Inflation - Protected Securities Index Fund 6 % Vanguard Federal Money Market Fund 75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

The portfolio of 100 - 150 stocks is diversified by type of company, with approximately 50 - 70 % of the portfolio invested in mispriced growth opportunities, 20 - 50 % in «steady eddies» (i.e. companies with stable and dependable earnings and revenue characteristics), and 0 - 20 % in turnarounds.

The International Strategy seeks to improve the performance of a diversified portfolio by exposing it to assets located in markets around the globe that have markedly different characteristics than markets of the United States.

But because a variable annuity's investment options are a primary driver of potential growth and future income, understanding the characteristics of different asset classes and assembling a well - diversified portfolio can help strengthen a retirement plan.

Even though all the assets in a dividend growth portfolio are in the single asset class stocks, we saw above how you can mitigate risk to your dividend stream by diversifying among a variety of economic sectors, industries, companies with different dividend characteristics, and the like.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 70 % Vanguard Total International Bond Index Fund 17.50 % Vanguard Institutional Total Stock Market Index Fund 8.75 % Vanguard Total International Stock Index Fund 3.75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

When gathering information to identify the risk and return characteristics of the many asset class indexes that belong in a diversified portfolio, the more quality long - term data you have, the more accurate and probable are your expectations about future outcomes.

Recognizing the characteristics of secular bull markets, and using a conservative approach to building your diversified portfolio, will help you invest with confidence.