Sentences with phrase «composition of the stock portfolio»

Coordinate the composition of the stock portfolio to meet your objectives.

Not exact matches

Index investing also mirrors the primary approach of the Canada Pension Plan, which aims to «create a portfolio that replicates the composition of major stock markets.»

What would be your advice on how I can strategically balance the composition of my portfolio to acquire more growth - oriented stocks and in today's volatile markets?

Active Share is the proportion of stock holdings in a fund's portfolio that is different from the composition found in the benchmark.

While the composition of the reference ETF portfolio was different from the previous one, the fund continued to have a substantial exposure to foreign small - cap stocks:

I have received a number of inquiries from readers as to the composition of my investment portfolio and why I feel comfortable investing in stocks.

For example, if the half - life is short, as for momentum with a half - life less than one year, a stock's factor exposure will change rapidly over time, sometimes because momentum is becoming more expensive (when momentum is working) and sometimes because the compositions of the long and short portfolios are changing.

Scislaw and McMillan deconstructed the mutual fund returns to show that the value portfolio's composition of stocks did indeed give rise to excess returns.

This occurs when the fund manager drifts off course from the fund's stated investment goals and strategy in such a way that the composition of the fund's portfolio changes significantly from its original goals; for example, it may shift from being a fund that invests in large - cap stocks that pay above - average dividends to being a fund mainly invested in small - cap stocks that offer little or no dividends at all.

«Yash, if you look again at your portfolio composition, it appears that you bought stocks or mutual funds that were expected to do well and invested small amounts of money in several insurance policies and various post office or bank deposits.»

It is possible that as the fund manager changes the portfolio composition over time, she may actually lose or make money relative to a static portfolio of the underlying, but this is no different in a bond fund than in a stock fund.

However, the portfolio composition at the target date confronts a familiar dilemma: How should the conflicting goals of low - risk investment in retirement be balanced against the need to incorporate into the portfolio some stock investments that, although higher risk, will serve to outpace inflation?

This methodology creates a representative portfolio, weighted to mirror the look, and composition of the publicly traded economy, rather than the look and composition of the stock market.»

In investing, asset allocation (or the overall composition of your portfolio) is more important than any individual stock within it.