Sentences with phrase «during down markets»

Most indexed universal life policies offer a maximum market return during booming years AND a floor (such as 0 % or 1 %) to limit losses during down market years.

As we have demonstrated, actively managed funds, on average, have not provided positive excess returns during down markets, driven primarily by poor security selection.

«These are most appropriate for more risk - averse investors» who might be tempted to sell during a down market — a no - no for long - term investing.

To keep your strategy on track, be sure to have a short - term fund that can cover emergencies without having to sell your investments during down markets.

Most indexed universal life policies offer a maximum market return during booming years AND a floor (such as 0 % or 1 %) to limit losses during down market years.

You only get the retirement safety and higher return of stocks if you stay invested during the down markets.

In no way do we believe we will, or even that we should make money during down markets.

Essentially, the extra income lets retirees avoid selling securities during down markets; with less volatility risk, the nest egg is likely to last longer.

However, during the down market cycles (bear), the index beat only 34 % and 38 % of its active management competitors.

It can be difficult to watch the value of your portfolio fluctuate wildly, especially during down markets.

She showed him performance figures over carefully selected periods when her strategy did outperform (typically when she was sitting in cash during a down market).

Historically, strategies that focus on less volatile stocks have posted smaller declines during down markets than those that track the entire stock market.

These generally are stocks you don't want to hold during a down market.

For example, a ratio of 50 % means that the portfolio's value fell half as much as its benchmark index during down markets.

What we can see from Exhibit 2 is that managers, on average, do poorly in regard to stock selection decisions during down markets.

A downside capture ratio less than 0 indicates that a fund produced positive returns during down markets.

If you're making regular withdrawals from your brokerage account for income, you may have to sell investments at a loss during a down market and miss out on potential future gains.

You can sell during a down market and benefit, as long as you are careful about what you are selling.

Dividend Aristocrats (those S&P 500 companies that have raised dividends for 25 years in a row or more) often outperform during down markets, while keeping up with the overall market when it's rising.

Rebalancing into investments that have lost value during a down market means investors may invest at a lower price.

Rebalancing into investments that have lost value during a down market means investors may invest at a lower price.

Blue chip dividend stocks are often characterized by outperformance during down markets.

This insight leads to many unique ideas about how to safely grow your portfolio handsomely, even during down markets.

If this happens, a retiree who starts withdrawals during a down market will reduce his / her principal balance faster than expected and will need unrealistic yields in out years to allow withdrawals to continue, or the retiree will be faced with having to drastically adjust annual withdrawals accordingly — something few investors take into consideration.

As Walter Deemer recently (and correctly, I think) pointed out, leadership tends to change during down markets, and «telegraphs its intentions by generating relative strength during a bear market.»

Still, their dividends are all safe currently and sometimes you just have to go a little «balls out» when making buys during a down market.

If you get FHA loan with 3 % down and end up being forced to move during a down market, you'll be in a real bind, as you'll need to scrape up some cash or borrow funds to get out of your mortgage.

This protects National Retail from being forced to renew a substantial portion of its leases during a down market.

This can better reflect how your spending will shift as you age, factoring in the likelihood that you will tend to spend less during down markets and more when your investments recover and enable you to adjust your portfolio as markets and your time horizon evolve.

@CD — in up markets, I would expect running a DRIP on a dividend ETF would lead to larger relative outperformance than a market - cap weighted ETF (vice-versa during down markets).

So isn't it more desirable to withdraw in - kind during down markets than up?

If you'd like to get calmer and more satisfied during a down market (and have more capital to put to work when the bulls come back to town), a click right here will get you started.

Well, you can buy permanent insurance, but with a market that is historically cyclical you would then be paying much more on the assumption that you are going to live a long time an die during a down market.

These are the kinds of companies that often outperform during down markets, while keeping up with the overall market when it's rising.

Note the outperformance during down markets:

Because dividends are by definition a positive return, even during a down market, dividend - paying stocks may be less volatile than non-dividend payers.

Withdrawals during down markets can reduce your principal and deplete your assets.

The Swan Defined Risk Strategy has a track record of protecting investments during down markets.

Just keep invest during the down market.

The dividends can add an extra returns kicker in a bull market, as shown by the FlexShares fund, and also steady returns during a down market.

At Protective, we offer ways to grow and save for retirement income while addressing the potential for losses during down markets.

Alternative investment strategies have the ability to be more nimble and to use tools that long - only managers do not have during down markets.

DCA rewards investors during a down market, because you can buy more shares since they cost less.

I throw extra money in when I can during a down market (only if my emergency funds can spare it), but DCA is my primary method.

Therefore, the fund's excess return is expected to underperform the benchmark by 35 % in up markets and outperform by 35 % during down markets.

The low beta leg tended to outperform during down markets and underperform during up markets.

Whatever your target investment mix, stick with it during down markets.