Sentences with phrase «concentrated stock risk»

Evaluated investment strategies tailored to minimize portfolio and concentrated stock risk by utilizing asset allocation models, risk / return metrics, correlations, and market value projections.

Not exact matches

Putting all your eggs in one basket in this way concentrates the risk and leaves you with no alternative investments which can bear the brunt of a stock market crash.

Just as picking individual stocks is fraught with risks, so too is picking individual ETFs that may be much more concentrated and volatile than SPY or AGG.

With a concentrated portfolio of 20 -26 stocks, you also face a marginal risk in your investment.

Personally, I'm not comfortable with concentrating my risk on a few individual stocks, no matter how valuable I think they are.

So, rather than get the 50 highest yielding stocks in the S&P 500, which could be concentrated in a few problem - plagued sectors, your risk is spread evenly across all major sectors.

Select a concentrated number of stocks in order to limit your risk and maximise your potential returns.

«However, they should keep such investments at no more than 20 to 30 per cent of their investment funds, as single - stock investments do carry a higher level of concentrated risk, which might present volatility more than what the investor could withstand,» says Mr Choy, adding that the remaining 70 to 80 per cent of your investment funds should be invested through unit trusts to form the core portfolio.

Because AQR dislikes concentrated bets, the country - industry pairs and industry selection strategies are allotted a smaller portion of the strategy's overall risk than the stock - selection strategy.

Make sure that you are not too concentrated on a specific sector and if possible, buy other stocks in the same sector so you won't be exposed to too much individual stock risk.

Our goal is to achieve better than average returns by concentrating on asset allocation risk management (avoiding large drawdowns) and owning the best dividend growth stock opportunities (margin of safety).

This causes investors seeking higher rates of return to concentrate on high risk stocks.

Fortunately, there's plenty of stock selection filters you can employ — for example, to help protect against the risks posed by home bias, bottom - up stock picking, and / or a concentrated portfolio.

b Concentrating more than, say, 10 % of your portfolio in any single stock increases risk more than it does potential return.

Even with perfect tracking results you are exposed to greater risk when you concentrate on fewer stocks.

More advanced planning strategies of divesting a concentrated equity position may include the gifting of stock to a family member or charity, establishing a charitable trust, or using options or hedging strategies to shift single stock risk.

In addition to the chance that we'll choose poorly and underperform the broader market, stock picking comes with way more risk than investing in mutual funds, because it concentrates your money in just a couple investments.

• Successfully managed risk from a concentrated stock portfolio and assisted clients with ESOP as a way of monetizing all or a portion of a closely held business.

• Managed risk from a concentrated stock portfolio and assisted clients with ESOP as a way of monetizing all or a portion of a closely held business.