Sentences with phrase «equity component»

For example, the Canadian Equity component in my portfolio represents 20 % of the overall portfolio, so 20 % of my money will be invested in that asset class.

Corporate bonds may feature equity components, floating coupons, or other unique features.

But last month BlackRock announced a significant change to its iShares Core MSCI EAFE IMI Index ETF, ticker symbol XEF, which makes up the international equity component of my Global Couch Potato portfolio.

The Canadian and international equity components use double - leveraged ETFs, and Sheldon found the sweet spot to be a 7.49 % leveraged long position, paired with a 12.51 % inverse position, for a total of 20 %.

This provides your RESP with good growth in the early years, even if returns fluctuate because of the higher equity component.

I believe because of the small equity component -LRB--LSB-...]

The Fund's portfolio is comprised of an actively managed U.S. equity component and a broadly diversified managed futures component, providing both long and short exposures across a wide variety of financial and commodity markets.

When the percentage composition of the Canadian Equity component exceeds that 20 % level and crosses a threshold (for example to 25) then some shares in the Canadian Equity ETF are sold automatically to bring the allocation down to 20 %.

The targeted equity component follows the S&P 500 index, the fixed income reserve component is made up of the most recent 5 - year Treasury note, and the cash component tracks a 0 - 3 month T - bill index.

The targeted equity component follows the S&P 500 index, the fixed income reserve component is made up of the most recent 5 - year Treasury note, and the cash component tracks a 0 - 3 month T - bill index.

Speaking at a press conference at Teamsters Local 237, she continued her recent public efforts at promoting the «Women's Equality Agenda,» with a particular focus today on the pay equity component of that agenda and proposed law.

I hold VTI (no hedge) for my US equities component and hold XIN (hedged) for my international component.

I knew that there are debt funds with a tiny equity component, and I knew there are MIPs, but I didn't know they are the same.

There is no question that there is support in historical data for slicing and dicing equity components into small and value.

iShares, PowerShares, and BMO ETFs have all introduced low volatility equity ETFs for those who are interested in adding a less volatile equity component to their portfolios.

This candidate, who was directly recruited out of her organization, had to choose from one of four offers — all with a 10 % increase in base salary and a significant equity component.

The financing included an $ 80 million, fully underwritten construction loan along with a low coupon preferred equity component from a life insurance company.

The Canadian equity component of the Streetwise Balanced Fund is pegged to the S&P / TSX 60 Index, which includes large - cap stocks only.

These funds can adhere to a relatively fixed mix of stocks and bonds (that range from an aggressive strategy, with a higher equity component, to a conservative strategy, with a higher fixed income component), or use a tactical approach and actively shift allocations across investments in response to changing market conditions.

Portfolio managers often like to include an international equity component to expose the investor to economies other than the United States.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

The equity component is typically restricted or deferred until the director retires from the board, thus postponing taxes and enabling the director to amass a portion of equity in the company to align his or her interests with shareholders (it is believed).

Their investments are typically hybrids, involving subordinated debt with an equity component.

At issue for Land & Buildings is the equity component of the deal.

Within the equity component, we utilize a value approach to stock selection, applying bottom - up, fundamental analysis to all investment decisions.

Shouldnt it instead be based on the actual dividends received from the equity component vs bond component?

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

The equity component consists of $ 2 million of Series «G» convertible preferred stock (the «Preferred Stock») convertible into 1,897,983 shares of the Company's Common Stock, based on a conversion price of $ 1.05375 per share.

There's also an equity component: these teachers are more likely to serve low - income students and students of color.

While the equity component intensifies the capital of the investor, debt components steers stable income.

Our portfolios allocate capital to an equity component, a bond component and an inflation - hedging component.

In 2010, the returns from the equity component of my portfolio were 70 % capital gains and 30 % dividends.

An MIP is what you call a hybrid investment with a mix of debt and equity components.

The equity components can be subdivided further into large - and small - cap stocks, and value and growth stocks.

In the comments section of last week's post about the Cheapskate's Portfolio, reader W.B. asked why I recommend US - listed ETFs from Vanguard for the US and international equity components.

For the equity component of the portfolio the fund, FCISX focuses on stocks that maintain relatively high dividends, which tend to be large - cap blue - chip stocks.

I believe because of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on either side of investments.

The equity component is expected to result in higher returns than just a pure debt fund.

Your point about tax also holds, in the sense that if a fund has an equity component, it should be at least 65 %.

The first leg of the stool, the equity component, does well when markets go up.

It is especially valuable in low - rate regimes by serving as a partial hedge against likely declines in the equities component of financial assets.

My RRSP's equity component is split roughly evenly between Canadian equities, US equities and International equities through a series of low - cost index funds.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

These funds can adhere to a relatively fixed mix of stocks and bonds (that range from an aggressive strategy, with a higher equity component, to a...