Sentences with phrase «equity exposure»

This way you can get a large amount of equity exposure without having to put up all the cash.

The blue line represents all accounts split 60/40, the orange line represents a higher allocation of bonds into the 401 (k) account, with higher equity exposure in taxable account.

However, volatility targeting tends to reduce equity exposure after a sharp market drop, which means the portfolio may miss the early part of the market recovery.

Bonds offer some balance for portfolios with equity exposure.

Fees continue to fall for ETF investors seeking international equity exposure.

It is more likely that they will take assets from their Canadian equity managers and increase their foreign equity exposure with their existing international managers.

Their research suggests that investors may actually be better off increasing equity exposure during retirement.

So, investors wanting higher equity exposure can go for equity mutual fund schemes such as large - cap funds and equity exchange - traded funds.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

I would still capture Canadian equity exposure using stocks and everything else using index funds.

In this post, we are going to examine a trading system with the goal of using it as a hedge for long equity exposure.

Sadly, I'm not looking for more equity exposure now.

Can you imagine what would happen if everyone aged 25 - 41 suddenly invested into equity exposure equal to twice their assets?

I think the secular equity bear market we are currently in could continue for several more years, thus, lower volatility dividend stocks may offer some protection while still providing equity exposure.

This was largely driven by investors seeking fixed income and European equity exposures.

If taking risks through equity exposure does not suit your risk appetite while you are planning for your child, then endowment plans with bonus options would be suitable for you.

I keep roughly the same equity exposure all the time, and my rebalancing discipline helps protect me as well.

For instance, let us say that you have 60 percent equity exposure and 40 percent exposure in debt, as a part of your asset allocation strategy.

And then try to keep as much equity exposure in your taxable account.

Even in a guaranteed growth plan with 80 per cent equity exposure, the upside rests with the customer and the downside is protected under the company's guaranteed maturity values.

The methodology aims to achieve the optimal combination of these three asset classes in order to maximize equity exposure, limit volatility and hedge downside risk.

For instance, you might have a # 500,000 equity portfolio but a # 100,000 short position against the market, so your overall equity exposure is # 400,000.

This strategy ensures equity exposure in a systematic manner.

Don't be fooled either by the apparent fact my pure equity exposure accounts for less than half my portfolio.

When investors change asset managers, they are often concerned with how to preserve equity exposure during the transition.

This is appealing because it enables investors to avoid the nuances of futures contracts and allows indirect equity exposure through mining companies.

Whether measured by retail - broker account openings, household equity exposure or surveys, investors were crowded on the bullish side of the boat.

Strategies employ primarily debt (greater than 60 percent) but also may maintain related equity exposure.

Can you imagine what would happen if everyone aged 25 - 41 suddenly invested into equity exposure equal to twice their assets?

Equity exposure rose to the highest level in data going back to 2006.

The results hold even in situations where the final equity exposure is no higher than what the client's static portfolio allocation may have been in the first place.

That's a good option for those wanting passive equity exposure.

The corporate bonds, both investment grade and high yield, replace equity exposure.

I see that you have mentioned debt funds mainly for emergency purpose but for investment, you have mentioned mostly equity exposure funds too (With some portion in equity).

I believe that little equity exposure that early would doom most savings plans.

Well, within the absence of return portfolio, a lot of the long / short managers or a lot of the other strategies have residual equity exposure.

Like many investors, I tend to use bonds in my clients portfolios as a method of reducing volatility, balancing equity exposure, and generating income.

Again if we make the calculator with reduction of Equity exposure and increase in Debt, then the monthly required will also shoot up.

After a bear market, you decide to reduce equity exposure?

To make the case, we provide three examples that demonstrate how international equity exposure can enhance portfolio performance.

Larger gains and larger losses, basically what you should expect when you get rid of bonds and increase equity exposure.

In order to balance them, the strategy must own more dollars of the long sleeve, creating the impression that it has net long equity exposure.

An all - clear from him surely gives a green light for adding more equity exposure, right?

I think the secular equity bear market we are currently in could continue for several more years, thus, lower volatility dividend stocks may offer some protection while still providing equity exposure.

Funds with an aggressive profile have a high equity exposure, while those with a secure or conservative profile invest in debt and have zero exposure to equities.