Sentences with phrase «different asset classes perform»

In a given year, different asset classes perform differently, making it difficult to predict which asset will perform best.

Different asset classes perform better at different times, as do industry sectors within an asset class.

Not exact matches

As you'll see lower in this article, asset classes can perform drastically different in any given year.

The objective is not to create a one - sized fits all portfolio, but to create a simple portfolio with exposure to different asset classes that perform well in different market environments.

It does not matter about the asset class portfolio you use, each one is expected to reflect different risk and return investment characteristics, and will perform differently in any given market environment.

In future blog posts, we will explore the different roles the DRS can perform within a portfolio, including as a core equity position, across multiple asset classes, as an alternative, or as a fixed income surrogate.

In fact, the tool best suited to deal with the specific dangers a bear market presents is our DAA strategy, which rotates among six different asset classes, investing in the top - performing three at any given point in time.

Since different asset classes out - perform and underperform in different situations and under different economic conditions, by combining asset classes, this portfolio aims to provide both growth as well as stability.

The objective of the All - Season portfolio is not to create a one - sized fits all portfolio, but to create a simple, low volatility portfolio with exposure to different asset classes that perform well in different market environments.

The Claymore Investment website has a nifty asset allocator tool that lets investors construct model portfolios by mixing different asset classes and examine how they would have performed in the past.

Each asset class is expected to reflect different risk and return investment characteristics, and performs differently in any given market environment.

Fixed income is a highly versatile asset class with different types of instruments that will perform best in different types of economic environments.

For example, thinking of stocks as a single asset class is too vague given that small cap stocks may perform very differently from large cap stocks, and stocks from different countries have widely differing returns.