Sentences with phrase «combined in a diversified portfolio»

Of course, I'm assuming bond and stock funds are combined in a diversified portfolio.

When stocks and bonds are combined in a diversified portfolio, not only do downturns tend to be less dramatic, recovery times tend to accelerate.

Not exact matches

The combined company will benefit from a broader innovative portfolio of leading medicines in key categories and a platform for sustainable growth with diversified payer groups.

Even if you are already an index tracking investor, for some of you getting an internationally diversified portfolio may have involved combining multiple products in a bit of an ad hoc way to gain international exposure (perhaps based on gut feel of which markets will outperform).

That makes these factors a potential source of incremental returns over the long run, and highly diversifying when combined together in a portfolio.

However, as a result of investors» pursuit of better - diversified portfolios and a recognition that systematic risk factors explain the majority of returns, the development of commodity alternative beta products is gathering pace... From our investigation in this study, there appears to be potential benefit in allocating into alternative beta strategies as part of a portfolio's commodity allocation, and we find that combining risk - based and factor - based commodity strategies has historically delivered higher return and lower risk than passive long - only strategies on their own.»

All of these funds are so effectively diversified that their average risk is reduced only slightly when combined with others in the portfolio.

Fama - French conducted studies to test their model, using thousands of random stock portfolios, and found that when size and value factors are combined with the beta factor, they could then explain as much as 95 % of the return in a diversified stock portfolio.

We combine in - house active management with external sub-advisers to achieve a diversified portfolio with complementary sources of excess return.

Balanced funds combine stocks, bonds, and occasionally cash in a single diversified portfolio.

Considering the «combined expectations for low asset returns and the unavoidable reality of downside risk in a highly uncertain global political and economic climate,» investors of all types are looking for new ways to diversify their portfolios, according to a new analysis from Willis Towers Watson, «Breaking the Style Box.»

This has therefore given credence to the idea that a fifth factor — quality — exists and, when combined with other risk factors, acts as a good diversifier in investment portfolios.

Portfolio Solutions combine a diversified mix of mutual funds for a variety of risk tolerances in the convenience of a single investment.

The performance information presented in certain charts or tables represent backtested performance based on combined simulated index data and live (or actual) mutual fund results from January 1, 1928 to the period ending date shown, using the strategy of buy and hold and on the first of each year annually rebalancing the globally diversified portfolios of index funds.

And so the idea of combining stocks and bonds in a diversified portfolio makes sense for the vast majority of investors.

The combined benefits of this combo provide just about everything a travel hacker could want in their credit card portfolio — high points earning rates, a very valuable currency, a diversified array of travel benefits and purchase protections, and point transferability.

This favorable marketplace, combined with Chinese investors» interests in diversifying their investment portfolio globally, provides the ideal opportunity for all players, and the inflow of Chinese capital into the United States is expected to continue for the foreseeable future.