Sentences with phrase «different asset class categories»

Not exact matches

A central premise of risk parity is that, in the long run, all the asset categories offer similar risk - adjusted returns, but clearly there are environments in which the Sharpe ratios are very different across asset classes.

Diversification with mutual funds is a means of reducing total portfolio risk buy holding funds that represent different categories and asset classes.

The key is to stay balanced across different asset classes, and to periodically re-balance into those categories that have lagged... that's what «value investing» is all about!

ETFs can be based on different sectors, categories, and assets classes.

For example, ETFs can be based on different sectors, categories, and assets classes.

Asset classes are the different categories of investments.

Investors construct their portfolios based on investment goals and risk tolerance by assigning appropriate weights to different asset classes and categories (or how much dough should go to each class).

SPIVA divides mutual fund return data into category tables covering different asset classes, styles, and time periods.