Sentences with phrase «equity dividend focused»

From this perspective we can use Monte Carlo analysis to compare the outcome of an investor using an all - equity dividend focused strategy to an investor using a globally diversified 60 % equity 40 % fixed income portfolio.

Not exact matches

We achieve this by focusing on equities and fixed income investments that trade in North America, and by sticking to our «Disciplined Dividend Growth» investing approach.

From big Blue Chip stocks to funds focused on dividend - paying companies, our US Equity funds tap the world's largest economy.

High Risk — Income (H / INC) Medium to higher risk equities of companies that are structured with a focus on providing a meaningful dividend but may face less predictable earnings (or losses), more leveraged balance sheets, rapidly changing market dynamics, financial and competitive issues, higher price volatility (beta), and potential risk of principal.

Defense in equity portfolios should focus on quality as a style characteristic and dividend growth, in our view.

Brian — I would expect that someone who focus on dividends for income would have a higher equity allocation than normal.

Obviously, someone in this situation would prefer Canadian equities that paid a high yield at the expense of lower price appreciation, and therefore might reasonably choose a dividend - focused ETF in a taxable account.

If you hold foreign equities in a taxable account and you're inclined to invest in dividend payers, consider ETFs that focus on dividend growth rather than high yield.

In the current environment of short - term volatility amid a long - term positive outlook for the Chinese economy, a focus on growing, sustainable dividends in China's equity markets could provide the opportunity to get a slice of the region's structural growth and potential downside protection compared with a typical growth strategy, such as an earnings growth strategy.

To stay ahead of inflation, you'll need to keep a significant part of your portfolio in equities, and focusing on dividend - paying stocks may provide the right balance of risk and reward.

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.

The S&P / NZX 50 High Dividend Index seeks to provide insight into the New Zealand equity market with a focus on dividends.

It is clear that, on average, an all - equity dividend - focused strategy can be expected to outperform a 60/40 portfolio on an after - tax basis in terms of building wealth.

So far, we have shown that a dividend - focused Canadian equity strategy is suboptimal in terms of building wealth (compared to other equity portfolios) and funding retirement goals (compared to a 60/40 portfolio).

Rather, Sphere uses a factor - based approach with a focus on dividends, with all its equity ETFs priced at 0.54 per cent.

Total dividend equity funds are mutual funds that focus on stocks that pay out dividends and provide an equity - income solution for portfolios.

Learn how to implement the dividend capture strategy, an aggressive, income - focused stock trading strategy investors can use to increase equity profits.

Today, I'm going to take a look at one relatively new entrant in what has become a bit of a crowded fields: the iShares High Dividend Equity Fund ($ HDV), which tracks the Morningstar Dividend Yield Focus Index.

For advisors and their clients who favor dividend - paying equities, a number of ETFs focus on such stocks across Europe.

Read through the offer documents and check to see whether the mutual funds identified meet your investment needs in terms of equity share and bond weightings, downside risk protection, tax benefits offered, dividend payout policy, sector focus and other parameters of relevance to you.

below 19K SIP investing (since 2010 and some started in 2014) 6k (sector fund)-- 2k reliance pharma + 2k Reliance Banking + 2k IcICI Technology 5k (ELSS)-- 2k Axis Long term + 2k Reliance tax saver + 1k DSPBR Tax saver 2k (balance)-- 2k icici Balanced fund 2k (gold)-- 2k Reliance Gold Saving Fund 2k (Diverified)-- 1k icici discovery fund + 1k Reliance Equity Opportunity 1k (Large cap)-- 1k ICICI Focused Bluechip 1k (Divident)-- 1k ICICI Dividend YieldnEq.

The portfolio manager of the Lester Canadian Equity Fund, approximately one - third of which is in large - cap dividend payers, and the remainder focusing on smaller growth - oriented companies, highlighted protectionist policies such as tariffs and import taxes.

The development of a focused portfolio overlay applied to client accounts (according to timing and opportunities) covering 15 to 20 of our best ideas in global equities, targeting capital growth of 5 - 15 % and dividend income yield of 4 - 10 % (depending on market conditions).

With more than $ 30 billion in AUM, this Toronto company is mainly focused on institutional assets, and has strong equity, dividend and fixed - income products.

If income is your objective, it makes more sense, to me at least, to focus on the dividend potential that your equity portfolio is capable of achieving.

1 Axis Long Term Equity Direct - G 2 Birla SL Frontline Equity - G 3 Birla SL MNC - G 4 Birla SL Top 100 - G 5 Canara Robeco Equity Diversified Reg - D 6 DSPBR Micro Cap Reg - G 7 DSPBR Top 100 Equity Reg - D 8 Franklin India Bluechip - D 9 Franklin India Bluechip - G 10 Franklin India Feeder Franklin US Opp - G 11 Franklin India Prima - G 12 Franklin India Smaller Companies - G 13 HDFC Childrens Gift Inv 14 HDFC Mid-Cap Opportunities - G 15 ICICI Pru Banking and Financial Services - G 16 ICICI Pru Dynamic - G 17 ICICI Pru Exports and Other Services - G 18 ICICI Pru FMCG - G 19 ICICI Pru Focused Bluechip Equity - G 20 ICICI Pru Technology - G 21 ICICI Pru Top 100 - G 22 ICICI Pru Value Discovery - G 23 IDFC Premier Equity Reg - G 24 Invesco India Mid N Small Cap - G 25 Reliance Equity Opportunities - G 26 Reliance Gold Savings - D 27 Reliance Pharma - G 28 Reliance Tax Saver - G 29 SBI Emerging Businesses - G 30 SBI FMCG - G 31 SBI Magnum Global - G 32 SBI Magnum Midcap - G 33 SBI Pharma - G 34 Sundaram S.M.I.L.E. Reg - G 35 Tata Dividend Yield Reg - G 36 Tata Equity PE Dividend Trigger B Reg - D 37 Tata Ethical Reg - G 38 UTI Mid Cap - G 39 UTI MNC - G 40 UTI Opportunities - G

I have invested Rs. 4.5 lacs (45000 each in the below 10 MFs) Birla SL Frontline Equity — Growth, Birla SL Top 100 — Dividend, DSPBR Focus 25 — Dividend, DSPBR Focus 25 — Growth, DSPBR Micro Cap Reg — Growth, Franklin India Smaller Companies — Growth, HDFC Balanced — Growth, HDFC Mid — Cap Opportunities — Growth, ICICI Pru Value Discovery Reg — G and Kotak Select Focus Reg — Growth

I see only two choices really: i) Cash Machine — to maximise revenue / ARPU, retain subscribers, increase margins, conserve cash, and focus on debt pay - down & dividends, or ii) Growth Machine — to pursue hell for leather growth in revenue, services & subscribers, potentially sacrificing margin, and using cash flow / debt (& perhaps additional equity issuance) to fund the required capex and acquisitions.

(Bear in mind that this fund focuses on companies with a history of dividend appreciation; Vanguard Equity Income (VEIPX) is a good example of a cheap offering that focuses on companies with both good long - term potential and solid current yields.)

The U.S. equity markets have been underperforming for clients and other investors, and in a look back at last year, it was worse for those focused on dividends.

Equities that trade on the major domestic exchanges, with a combined focus on value and dividend income

Retail traders, also known as active traders who trade at least 36 times a year, turned their attention to U.S. equities ETFs in the first quarter of 2012, after having allocated primarily to dividend - focused funds and U.S. fixed income in the final quarter of 2011, Schwab said.

The Schwab U.S. Dividend Equity (SCHD, $ 51.10) is the cheapest dividend - focused ETF on the market, according to ETFdb.cDividend Equity (SCHD, $ 51.10) is the cheapest dividend - focused ETF on the market, according to ETFdb.cdividend - focused ETF on the market, according to ETFdb.com data.

If your portfolio has 20 % Canadian equity, put 10 % in a broad - market fund such as XIC and the other 10 % in either a fundamentally weighted (CRQ) or dividend - focused ETF (CDZ or XDV).

In this category, Bary identifies «dividend - focused equity ETFs» and highlights NOBL, which exclusively focuses on companies that have grown dividends for at least 25 years.

In spite of the setback during the period, the equity component of the Fund continues to focus on large cap dividend payers, which we believe possess significant competitive advantages over the long term.