Sentences with phrase «diversification purposes»

But I need to add one more utility position for diversification purposes, and if I can scrape together the capital, this one will be in my portfolio.

In the example below, we see how some asset classes used for diversification purposes actually performed worse than the core S&P 500 during major market downturns.

If you do want to own a materials or energy stock — which you may want to do for diversification purposes — seek out the lowest - cost producer.

Bond funds work great for diversification purposes and for gaining exposure to a wide variety of markets, geographies and strategies at a low cost.

My only regret was for diversification purposes, and that guaranteed income stream.

We favor stocks overall, but advocate strategic allocations to government bonds including TIPS for diversification purposes — even in the case where bonds underperform cash.

Investment advisors are often asked how many mutual funds are best for diversification purposes.

Even for a dividend investor portfolio (which is essentially a stock portfolio) one should consider at least a conservative 25 % allocation to fixed income for diversification purposes.

Most investors prefer to invest in more than one asset class, for diversification purposes.

For diversification purposes it seems like I'd want to do this via a bond fund rather than buying individual bonds.

In addition to adding ETF's to the portfolio for diversification purposes, I will also use ETF's for investment products that I know little about.

EverBank has actually been looking to make acquisitions and they've actually just recently acquired a financial company called Tygris Commercial Finance Group Inc, which they targeted for diversification purposes.

Since I hold bonds for diversification purposes and lowering the volatility of a portfolio and not to address a financial liability at a certain point in the future, I'm okay with holding a bond ETF.

For diversification purposes, they hold several asset classes, focusing on stocks, bonds and cash.

But I need to add one more utility position for diversification purposes, and if I can scrape together the capital, this one will be in my portfolio.

Consequently, I use VYM for diversification purposes.

My portfolio is light on utility stocks, and thus for diversification purposes, I had several on my watch list, including recent purchase EIX discussed above.

There is still healthy debate surrounding this subject, but evidence from more recent market environments seems to point toward a larger number of holdings as optimal for diversification purposes.

For diversification purposes, this is the preferred route to take, at least until you reach the goal of having ten stocks.

I still have an allocation to them for diversification purposes, but they certainly have dampened my returns during this most recent leg of the bull run.

Financial advisors view investment vehicles as asset class categories that are used for diversification purposes.

We can put aside the idea that Munger or Buffett would buy airline stock for diversification purposes.

We favor stocks overall, but advocate strategic allocations to government bonds including TIPS for diversification purposes — even in the case where bonds underperform cash.

However, the reason that March income was lower than the past two months was due to the fact that a lower yielding, safer company was added for diversification purposes.

Some borrowers just elect to go with a different lender for diversification purposes.

My portfolios hold 20 - 25 stocks, so I don't really have the room to own both for diversification purposes.

If you're regularly getting 5X for most of your spend thanks to the Ink Bold, Ink Plus and gift cards, the British Airways Visa bonus is less likely to be worth it to you even as a high spender, although I'd still say you want to have some BA Avios for diversification purposes, since you never know when they may come in handy.