Sentences with phrase «drag on the portfolio»

Trading fees can be a significant drag on your portfolio as well.

Fees can be a big drag on your portfolio, but charging a credit card means you'll cash flow your investment expenses.

Those fees, when taken over the long - term can cause a serious drag on a portfolio.

That's important, because all those little fees add up and can become a huge drag on your portfolio's performance.

If everything is tax deferred, then there is less tax drag on the portfolio.

There's no hard and fast rule, but in general, it makes sense to keep costs below a half a percent to minimize cost drag on a portfolio.

When and if Gold begins a bear cycle, it could be a significant drag on the portfolio.

Those fees, when taken over the long - term can cause a serious drag on a portfolio.

They do concede that in the short term cash can guard against short - term spikes in volatility, but add «it's certainly a long - term drag on portfolio returns.»

Regardless of the manner of put hedging, 6 - 9 % per year is a lot of drag on a portfolio.

«While holding cash can guard against short - term spikes in volatility, it's certainly a long - term drag on portfolio returns,» Tal said, adding that while the rush into cash during periods of volatility is understandable, Canadians tend to maintained those elevated cash positions for far too long after markets rebound.

I am still recovering from those mistakes, which even now drag on my portfolio because I haven't yet sold the losers (I am still developing my exit / sell strategy for these stocks, which will be the subject of a future post).

Re Robert's point, there's going to be unrepresented cash drag on the portfolio's performance vs. performance numbers for the indices that are fully invested throughout the year.

They simply don't know that holding money under a metaphorical mattress can be a real drag on their portfolio.

Institutional investors often avoid these stocks despite the potential upside beyond 12 months as non-movement can drag on portfolio returns.

When and if Gold begins a bear cycle, it could be a significant drag on the portfolio.

«The more you load the contract up with features, the bigger the drag on the portfolio,» said Cortazzo.

NOW, Inc continues to be a drag on the portfolio during the first part of this new fiscal year, but at this time we believe that the company's opportunity has only been deferred and we continue to believe our core thesis is correct.

That's probably been a drag on the portfolio these past few months, no?

This creates a drag on portfolio performance.

A host of academic and professional research has demonstrated that sustainable (or ESG) investing does not pose a drag on portfolio performance.

These taxes add to the cost of foreign investments and act as a drag on a portfolio return.

This creates a drag on portfolio performance.

But as time progresses and the market crash does not materialize, that additional cash is just causing a drag on your portfolio return.

Remember, all trades involve execution costs and many have tax consequences — two factors that will drag on your portfolio, but only if you trade.

A DRIP can be a great way to have your investments compound over time and ensure cash doesn't provide a low - return drag on your portfolio.

@Steve: Cash is a drag on a portfolio and the normal course of action is to keep as little of it as possible in a long - term portfolio.

During rising markets, the Active Bear will be a drag on a portfolio.

However, if you aren't using a financial advisor, the fee is simply a waste of money and drag on your portfolio's returns.