Sentences with phrase «concentrating on asset allocation»

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).

The best practice I was able to witness and practice is that of a portfolio manager or someone who concentrates on asset allocations to trim positions as they appreciate to maintain an equity in a range within a portfolio; commonly 3 - 5 %.

Not exact matches

«There's been an over-focus on buybacks and raising EPS to hit share option targets, and we know that those are concentrated in the hands of the few, and that the few is in the top 1 percent,» said James Montier, a member of the asset allocation team at global investment firm GMO in London, which manages more than $ 100 billion in assets.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Or, a potentially easier strategy is to stop putting new money into stocks for a while and concentrate your investments on the other asset classes until you're closer to your original allocation.

Most investors should concentrate on sound investing principles such as asset allocation and proper diversification with an emphasis on value investing.

Mihir Worah, PIMCO's CIO of asset allocation and real return, discusses what kind of government bonds look most attractive and where the firm is concentrating investments on the yield curve in 2018.

It follows that the do - it - yourself investor should now concentrate on tactical asset allocation shifts that would enhance his / her probability of minimizing loss in either a sharp correction or an uglier bear.